Setup Task

Join an existing investor entity and continue inside the workspace

Join an existing entity, inherit its setup, and continue from the workspace.

Best For Portfolio, ops, compliance, or admin users Use this route when another team member already created the entity.

Entity Pending entity setup Entity setup pending

Invitation Code No invitation code stored Invitation acceptance links the user to an existing entity.

Next Unlock Workspace access with scoped setup tasks After acceptance, the remaining setup stays visible in the workspace.

Invitation Acceptance

Confirm the invite details and attach yourself to the existing entity.

Invite Details

Invitation code

Work email

Invited entity name

Operating Access

Assigned role

Entity jurisdiction

Primary settlement mode

After acceptance, the workspace opens with the entity already linked.