Best Practices for Activating Investor Accounts

Here are Seraf's best practices for activating investor accounts, including:

• Why you should activate investor accounts
• What to consider prior to activating investor accounts
• What investors will be able to see and do
• How to activate investor accounts
• How to monitor logins to investor accounts
• How investor can track their own information in Seraf

Please see the best practices for your specific account type.

Best practices for onboarding investors in a group account.
Best practices for onboarding investors in a fund account.