- 1
Send the invite
An accountant or admin mints an owner portal invite from the owner's record, delivered as a one-time signup link by email.
- 2
The owner lands on their portal home
Owners see their own statements and distribution history for the properties they hold, scoped strictly to their own portfolio.
Pro tip
Owner statements shown here are generated from the same owner/trust accounting your accountants manage. See the Accountant Guide for that side.