Instructions for providing Avestor access to your Wave books
Follow these instructions for both the fund entity and the manager entity.
- Log into your Wave account
- Select the company you want Avestor to have access to
- Select Settings from left navigation
- Select Users
- Select Invite User
- Under Invite new user, type in
- Avestor in first name box
- Accounting in last name box
- firstname.lastname@example.org in the email address box
- Select accountant/bookkeeper in position box
- Select Admin for role
- Select invite user
Repeat above steps for other entities.