- 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.