Instructions for providing Avestor access to your Wave books

Updated by Sanjay Vora

Follow these instructions for both the fund entity and the manager entity.

  1. Log into your Wave account
  2. Select the company you want Avestor to have access to
  3. Select Settings from left navigation
  4. Select Users
  5. Select Invite User
  6. Under Invite new user, type in
    1. Avestor in first name box
    2. Accounting in last name box
    3. in the email address box
    4. Select accountant/bookkeeper in position box
    5. Select Admin for role
  7. Select invite user

Repeat above steps for other entities.

How did we do?