How to complete an investor request via link

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

When your investor sends a data request to you, you will receive an email in your inbox. 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 then see a success screen and receive a confirmation in your email with a link for you to view your submitted request in app.

You can also submit and manage your request within the Visible app. See how to do this here.


See further directions below

Open your email inbox and locate the request

 

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

 

Input your data and click Submit

 

You will then see a success screen when successfully submitted

 

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.