InvestorVision quick start

  • Updated

Product: Intralinks InvestorVision
Applies to: everyone
 

If you are brand new user to Intralinks and have received an email inviting you to Intralinks InvestorVision, welcome!

Intralinks InvestorVision allows general partners to securely share files with limited partners.  Investors can easily track and manage investments across multiple funds. General partners can manage reporting across funds and track investor activity.

Logging in

If you are a new user to Intralinks, that is, you have never used any Intralinks product, you will need to activate and set up your account. This is a one-time process that includes steps for accepting the end user license agreement (EULA), creating a password, and setting up multi-factor authentication to ensure your account is secure.

If you have used another Intralinks product in the past, you will use the same password you use for other products. 

Refer to Activating your Intralinks account and logging in for the first time for step-by-step instructions.

Next steps

If you are a general partner, refer to the following articles for more information.

If you are a limited partner, refer to the following articles for more information.

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