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  1. Flow
  2. Investor FAQs
  3. How to use Flow

How to use Flow

  • Modify Your Investment Account Details
  • How are these Calculated?
  • How to Find your Deal Documents
  • Clear Browser Cache & Cookies
  • Reset Your Password
  • Adjust Profile Settings
  • Enable Multi-Factor Authentication
  • Access Wire Instructions
  • Re-assign Tasks to Team Member
  • Access Your Investments
  • Access Documents in Flow
  • Manage Team Members on an Investment Profile
  • Manage Multiple Investment Profiles
  • Switch Investment Account Profile from Main Page
  • Finalize Your Investment Profile
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