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Instructions for providing Avestor access to your Wave books

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

    a. Avestor in first name box
    b. Accounting in last name box
    c. accounting@avestorinc.com in the email address box
    d. Select accountant/bookkeeper in position box
    e. Select Admin for role

  7. Select invite user

Repeat above steps for other entities.

SETTING UP FUND ACCOUNTING

INSTRUCTIONS TO FILL OUT ADV FOR EXEMPT REPORTING ADVISER (ERA) REGISTRATION

ACH BANK ACCOUNT SETUP & FUNDS TRANSFER

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