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How to complete an Investor Request via link

This article will show you how to complete an investor request via link (from your email)

Matt Preuss avatar
Written by Matt Preuss
Updated over 2 weeks ago

When your investor sends a data request, you will receive an email in your inbox with a link to the form. It does not require a Visible account to complete.

To complete this request, navigate to your email inbox and open the email that contains the request. Click Get Started toward the bottom of the email. This will open a web page with the data request.

Enter the corresponding data and click Submit. You will see a success screen and receive a confirmation in your email.

Note, responses are saved at the browser session level, which means progress will be saved as you go.


See further directions below.

Step 1: Open your email inbox and locate the request


Step 2: Open the request and click Get Started in the bottom right of your email


Step 3: Input your data and click Submit.


Step 4: View confirmation of the submitted request.


Note, you will also receive a completion confirmation email.

Let us know if you have any questions when submitting a data request. Our team is happy to help.

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