Getting invited as a shareholder to an IR Asset

When a company uses the Findex IR Portal to manage its investor relations, it can invite you directly as a shareholder. This means you don't need to add the investment yourself — it shows up in your portfolio automatically once you accept the invitation.

Last updated About 1 month ago

How the Invitation Works

  1. A company admin adds your email address to their shareholder list in the Findex IR Portal.

  2. You receive an email invitation letting you know the company has invited you as a shareholder.

  3. If you already have a Findex account, the invitation will also appear in your Settings > My IR Invites section.

  4. If you don't have a Findex account yet, the email will include a link to sign up first.

[Image: The invitation email showing the company name, share details, and an "Accept Invitation" button]

Accepting an Invitation

  1. Click Settings in the sidebar.

  2. Select My IR Invites.

  3. You'll see a list of any pending invitations from companies that have added you as a shareholder.

  4. Review the details — including the company name and your share allocation.

  5. Click Accept to add the IR asset to your portfolio.

Once accepted, the asset will appear in your Portfolio > Investments list and will be included in your portfolio value and net worth calculations.

[Image: The My IR Invites settings page showing a pending invitation with company name and an Accept button]

What Happens After You Accept

  • The investment appears in your Investments list, marked as an IR asset.

  • The company manages the valuation and share count — you don't need to update these yourself.

  • Any changes the company makes to your shares or valuation will be reflected automatically in your portfolio.

  • The asset contributes to your net worth, diversification, and ROI calculations just like any other investment.

[Image: The investments list with an accepted IR asset visible, showing the IR badge and company-managed valuation]

Declining or Ignoring an Invitation

If you don't want to accept an invitation, you can simply ignore it. Pending invitations will remain in your My IR Invites section until you take action. Declining an invitation does not notify the company.

Tips

  • Check your email — Invitations are sent to the email address the company has on file. Make sure your Findex account uses the same email.

  • You can't edit IR asset values — Since the company manages these details, the valuation fields are read-only on your end.

  • Multiple invitations — You can accept invitations from as many companies as you like. Each one will appear as a separate IR asset in your portfolio.

Need Help?

If you have any questions or run into something unexpected, don't hesitate to reach out. You can contact us at team@findex.se — we're happy to help!