4U Platform

Don’t want to revise that Approval Request right now? Learn how to move it to On Hold and keep your queue tidy.

🆕 New Status: “On Hold” for Approval Requests

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:

🔐 How to Log In to 4U

Step-by-step Instructions from Contract to Launch

Getting Started

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

Verify minimum system requirements

Investment Company Administrator resources

Everything you need to know as a Company Administrator

Company Admin Resources

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

Uploading Investment Company Sales Contacts

Bulk Data and Document Loaders

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