Settings
Manage your profile and account preferences
Two-Factor Authentication
2FA is not enabled
Add an extra layer of security to your account. Choose how you'd like to receive verification codes:
SMS text-message codes are Coming soon.
Disable Two-Factor Authentication
Enter your password to confirm disabling 2FA. This will make your account less secure.
Change Password
Your Platform Subdomain
Your investors can access your portal at the URL below. This is automatically generated from your company name.
Want to change your subdomain slug? Contact support@elevarainvest.com.
Stripe Connect (Optional)
Stripe is used for platform subscription billing. Investment payments are received via wire transfer to your connected bank account.
Stripe Account Not Connected
Stripe is optional and used for platform subscription billing only. Investment payments are received via wire transfer.
Connect Stripe AccountInvestment Payments
How Investors Pay
- Wire Transfer: Investors receive wire instructions when they initiate an investment
- Auto-Detection: Incoming wires are automatically detected via your connected Plaid bank account
- No Amount Limits: All investment amounts are accepted via wire transfer
Connected Apps
Manage third-party integrations for your fund.
QuickBooks Online
Export fund transactions as Journal Entries
Connect your QuickBooks Online account to export investment transactions as Journal Entries.
Connect QuickBooks