FrontFundr

Risks of Investing

Return on Investment

Filing taxes for investments in exempt securities

Investment Tax Information

How can you stay up to date on the companies you invest in?

Staying up to Date

Chance of an offering having an exit?

Selling Private Market Investments

Information on investment perks offered by issuers.

Investment Perks

How to File the EBC Tax Credit

EBC Tax Credit - BC Residents Only

Transfer of Shares in the event the owner passes away.

Naming a Beneficiary

Small Business Tax Credit - New Brunswick Residents Only

Different Types of Liquidity Events

What you need to know when your investment becomes a publicly traded

When Private Companies Go Public

Consult this article to fully understand the functionality of the FrontFundr Investor Dashboard

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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