INVESTOR PORTAL PRO Help Center
Help homeFAQTry the demoContact

Firm Profile — Privacy & Terms

Short answer: Firm Profile — Privacy & Terms saves your firm’s settings: Privacy notice shown to investors, Terms of use shown to investors.

Firm Profile — Privacy & Terms saves your firm’s settings: Privacy notice shown to investors, Terms of use shown to investors.

Try it in the free demoTalk to us

Related

Applies to: firm teams · Section: Settings · Updated 2026-10-14