SPI Advisory, LLC
INVESTOR PORTAL
Login Instructions
Visual step-by-step instructions on how to log in to the Investor Portal
Read the Step-by-Step visual instructions on how to create your login to the Investor Portal below, or, watch the video.
Step 1: Open the Portal Activation Email
You should've received an email with the subject line: "SPI Advisory: New Investor Software - Account Activation." To begin creating your Investor Portal login, find this email & click the "Log In" button.* (If you don't see this email in your inbox, make sure to check your Junk/Spam).
*NOTE: The new Portal system will automatically use the email address we sent the activation email to as your login email. Please make a note of this along with the password you'll create in the following step for future logins. Forwarded activation emails to another email address do NOT work. For the "Log In" button to function properly, you need to be in the original email sent to the email for which the login is being created.
Step 2: Create Your Password
Follow the steps to create your new Investor Portal password.* Click "Set Password."
*NOTE: Your Portal password must be at least 8 characters & meet at least 3 out of 5 of the listed "complexity requirements." You do NOT have to meet the "non-latin letters and symbols" complexity option. Focus on the other 4 options to meet the 3 out of 5 requirements.
Step 3: Log Into the Portal
Once you've created & "set" your new Portal password, you'll be directed to a page to log into the Portal. Enter the email address we sent the activation email to. Click "Next," enter your new password, that you just created & click "Log In."
Step 4: Set Up Two-Factor Authentication
Once you log in, you'll be prompted to set up Two-Factor Authentication. Click here if you need help. Once you've set up Two-Factor Authentication, proceed to Step 5.
Step 5: Accept the "Terms & Conditions"
Upon your first login to the Portal, you will need to accept the "Terms & Conditions."*
*NOTE: You will only need to accept the "Terms & Conditions" on your first login. In order to scroll to the bottom of the "Terms & Conditions," hover on THE RIGHT SIDE of the pop-up window to make the inner scroll bar appear. (See example to the left):
Once you log in,
You'll have access to a Help Video (we'll add more over time) & a Help Document on the "Help" page (accessible via the Main Menu).
After your first Login,
You can log into the Portal directly by clicking the button below, OR, by clicking the "Investor Portal" button at the top-right of the navigation bar.
Still need help?
Should you need any additional help logging into the Investor Portal for the first time, please don't hesitate to reach out to us via e-mail at Support@spiadvisory.com (Mon–Fri: 9AM-5PM CST).
Watch the Instruction Video:
