SEI Altigo® FAQ Library
These short tutorial videos will walk you through some frequently asked questions from our users.
HOW TO ADD A CUSTODIAN TO A SUBSCRIPTION
HOW TO EXTRACT DOCUMENTATION FROM SEI ALTIGO FOR SAFE KEEPING
HOW TO UPLOAD SUPPORTING DOCUMENTS
HOW TO AMEND A SUBSCRIPTION IN SEI ALTIGO
HOW TO CREATE A DUPLICATE SUBSCRIPTION
HOW TO INTEGRATE YOUR REDTAIL LOGIN INTO SEI ALTIGO
HOW TO ADD AN ADDITIONAL INVESTOR TO YOUR SUBSCRIPTION
HOW TO SEE IF A JOINT INVESTOR HAS SIGNED
HOW TO RESEND A DOCUSIGN EMAIL
HOW TO DELETE A SUBSCRIPTION
HOW TO PREVIEW THE SUBSCRIPTION PACKAGE
HOW TO CHANGE YOUR PRIMARY ADVISOR
HOW SPONSOR ADMINS CAN UPDATE AN OFFERING WITHIN THEIR PORTAL
HOW SPONSOR ADMINS CAN ACCEPT A SUBSCRIPTION WITHIN SEI ALTIGO
HOW TO AMEND A SUBSCRIPTION IN SEI ALTIGO
HOW TO REMOVE FIRM FORMS OR CUSTODIAN DOCUMENTS
HOW A SPONSOR UPLOADS DOCUMENTS TO AN OFFERING