Community Investment Trust (CIT) Documentation for Investors

Welcome to the documentation for the Investor version of the CIT App. See below to get started.

Important Notice

The information in this document is for informational purposes only and is not intended to be legal, financial, or other advice. No legal or business decision should be based on its content.

Download This Manual

Download Investor Manual PDF

Other Manuals

See the CIT App User Manuals homepage for links to all manuals and PDF downloads.

Reference Guides

Looking for data dictionaries, status definitions, and quick reference cards? See the Reference Guides on the homepage.

Dashboard

The Investor Portal will always open up to the Dashboard.

Investor Portal, Dashboard Screen, Homepage

The main feature of the Dashboard is that it provides an overview of your investment portfolio, including current holdings, recent dividends, and account activity.

Note

You can navigate to the rest of the portal through the Primary Sidebar.

Investor Portal Sections

The following Section: Sections are included in the trending_upInvestor Category: Investor Portal:

• My Accounts - Manage different accounts

• Dashboard - View your portfolio overview

• Investor Information - Manage your personal details

• Holdings - View your investment holdings

• Dividends - Track dividend payments

• Messages - View communications

• Assessment Test - Complete required assessments

• Change Requests - Submit account changes

• Cashout - Request cashouts

• Proxy - Manage proxy voting

Table of Contents

Investor's Manual

• My Accounts
  • Managing Different Accounts
• Dashboard
  • Dashboard Tiles
  • Dashboard Homepage
    • Dashboard Sections
    • Summary Section
    • Investment Summary Graph
    • Notifications
  • Dashboard Navigation
• Investor
  • Investor Information Tab
  • Available Tabs
  • How to Request Name Changes
• Document
  • Document Categories
    • Financial Documents
    • Offering Signed Documents
• Bank Information
  • Bank Information Table
  • Columns: Bank Information List Table
  • Available Actions
    • Add Bank
  • Edit Bank Details or Add Bank
    • View Bank Details
    • Remove Bank
• Holdings
  • Holdings Homepage
  • Features: Holdings
  • Columns: Holdings List Table
  • How to Filter Holdings
    • Step 1: Locate the Status Filter
    • Step 2: Select Filter Option
    • Step 3: View Filtered Results
  • Empty Holdings State
  • Navigation Location
  • Pagination Controls
• Dividends
  • Dividends Homepage
  • How to Filter by Corporation
    • Locate Corporation Dropdown
    • Select Corporation
  • Table Columns
  • Payment Status
• Messages
  • Messages Homepage
  • Features: Messages
  • Layout: Messages Page
  • Navigation Location
  • How to Filter Messages
    • CIT Corporation Filter
    • Offering Filter
    • Read/Unread Status Filter
  • How to Search Messages
    • Step 1: Locate the Search Field
    • Step 2: Enter Search Terms
  • Message Types
  • How to Reply to Messages
    • Step 1: Locate the Reply Button
    • Step 2: Open Reply Window
    • Step 3: Compose Your Reply
    • Step 4: Send Your Reply
    • Step 5: View Reply Confirmation
• Change Requests
  • Location: Change Requests
  • Name Change Request List
  • Columns: Name Change Request List Table
  • Filtering Change Requests
    • To Filter by Status:
    • To Search for Specific Requests:
• Assessment Test
• Cashout
  • Navigation Location
  • How to Create a New Cashout Request
    • Step 1: Complete Cashout Survey
    • Step 2: Select Bank Information
    • Step 3: Review and Sign Agreements
    • Step 4: Complete Digital Signature
    • Step 5: Enter Registered Name
    • Step 6: Verify All Fields Complete
    • Step 7: Finish Process
    • Step 8: Confirm Completion
• Proxy
  • Location: Proxy
  • Proxy List
  • Columns: Proxy List Table
  • Filtering and Searching
    • To Filter by Status:
    • To Search for Specific Proxies:
  • Viewing Proxy Details
    • To View Proxy Details:
    • Proxy Information Sections
  • Casting Your Vote
    • Voting Options
    • To Cast Your Vote:
    • Voter Submission Information
  • Navigation
  • Viewing Vote Details

Other Manuals

• Community Investment Trust (CIT) Documentation for Enterprise Users - For enterprise administrators and staff

• Community Investment Trust (CIT) Documentation for Community Users - For community organization users

• Community Investment Trust (CIT) Documentation for CIT Corporation Users - For CIT Corporation users