Venture Vault
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How to: Update My Personal Information

Updating your personal information from within the Venture Vault portal is super easy. Here’s a quick walk-through. Login to your Venture Vault portal. Drag your cursor to the top right corner of your screen and select “Account Settings” from the dropdown menu.   Once here, navigate to or click the “Profile” button at the left of your screen. From here,
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How to: Add Users to My Account

Did you know that you can add your business partners, representatives, lawyer, CPA, etc to your Venture Vault portal all under your own account? Here’s a walk-through. Login to your Venture Vault portal and navigate to the “Entities” page. From there, click the Entity Card for the entity you’d like to add more users to.     Once your preferred
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How to: Recover My Login

Forgot your password? No sweat. Here’s how to quickly recover your login: From the Login page, input your email, and click “Forgot Password”   Click the box that says, “I am Human” and follow the prompt to prove it. 😉   Once completed, you may click “Send Reset Link” and you will soon receive an email outlining instructions for a
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How To: Change My Password

Changing your Venture Vault portal password is easy!   Here’s how. Login to your Venture Vault portal. Drag your cursor the Initials in the top right corner of your screen. A blue dropdown menu will appear. Select “Account Settings“   Click “Security” at the left side of your screen.   From here, follow the instructions to change your password. You
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How To: Manage My Billing Information

Reviewing and changing your billing information is a snap in the Venture Vault user portal. Here’s a quick guide to help you through it. From your personal account: Click your initials in the top right corner of the screen.   Hover to “Billing” and click.   Click “All Invoices” to view what has been paid or any balances remaining in
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How to: Add Users to Your Entity

You may authorize additional users (e.g., CPA, partner, assistant) to access your entity.   Attorney and/or CPA Step-by-Step Log in Click “Entities” Click entity card of choice Click “Change Requests” Click “New Change Request” Add “Attorney Information” and/or “CPA Information” Click “Submit Change Request” Admin at Venture Vault will approve shortly   Representative Step-by-Step Log in Click “Entities” Click entity
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How to: Upload and Store Documents in Your Entity

Venture Vault allows secure storage and organization of your business documents. Step-by-Step Log in to your Click “Entities” Click “Documents” Click “Upload” Add document title and description Save   What Can Be Stored Operating agreements EIN letters Tax filings Contracts Government notices   Security Documents are encrypted and accessible only to authorized users.   Related Articles Add Users to Your
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