4U Platform

Investment Company Submitter and Reviewer Resources

4U Connect Workflow

Logging in to the 4U Platform is quick and secure. Follow the steps below to access your account:

Step-by-step Instructions from Contract to Launch

Prevent common technical issues by reviewing browser and other network configuration requirements.

Everything you need to know as a Company Administrator

Use the 4U Contact Loader Templates to add and maintain Investment Company Sales Contacts

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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