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Setting up your domain with InvestorHub

Setting up your domain correctly is one of the most important steps before your InvestorHub goes live. This guide walks you through everything you need to do.

What are DNS Records?

DNS records are instructions that tell your domain provider how to direct traffic to your website. They include information about how to send email, how to display your website, and how to connect with your website.

Think of them like a signpost: when someone types your domain into a browser, DNS records direct them to the right destination.

If you're moving your existing website over to InvestorHub, you'll need to create new DNS records pointing to your new hub, then delete your old ones once that's done. If you've set up a subdomain (e.g. investors.yourcompany.com) you'll simply need to create a new record to point that address to your hub.


Before you begin

This process involves technical configuration. If you're not comfortable working in your domain provider's settings, we recommend looping in your IT team or webmaster now, before you start.

You will need:

  • Your company's domain provider login details (e.g. GoDaddy, Cloudflare)

  • Your confirmed domain name, which will differ depending on whether your investor website will be your main domain or a subdomain:

    • Main domain: companyname.com

    • Subdomain: investors.companyname.com

Only set up your DNS records once your hub is ready to go live. Once DNS changes propagate, your hub will become publicly accessible at your custom domain, so this should be one of the last things you do before launch.


How to add DNS records

Before adding any records, identify which setup applies to you. This determines where each record needs to go.

Your setup

Where to add InvestorHub records

Where to add email records (DKIM, DMARC, MAIL FROM)

InvestorHub is your main domain

Main domain

Main domain

InvestorHub is a subdomain, and your marketing email uses the same subdomain

Main domain

Main domain

InvestorHub is a subdomain, but your marketing email uses your main domain

Main domain

Main domain

When setting up a sub-domain, add these records in addition to your existing main domain records.

If you're unsure which applies to you, check with your IT team or your InvestorHub CSM.


DNS records to add

  1. InvestorHub

    This field is for hosting your website, connecting your chosen domain or subdomain to your investor hub.

    For a main domain, add the CNAME and the A record type using the names and values provided in your InvestorHub settings. Please also remove the existing CName and A records for this domain.

    For a sub-domain, add the A record type using the name and value provided in your InvestorHub settings.

    SSL/TLS certificate

    The SSL/TLS certificate is automatically generated by Vercel and used to secure your website and ensure that the data exchanged between the website and the user is encrypted and cannot be intercepted or read by unauthorized parties.

    Visiting your website via HTTPS won't work until the certificate is generated.

    If your SSL has not yet generated, you can still visit your website via HTTP. E.g. http://client.investorhub.com

  2. DKIM configuration

    DKIM (DomainKeys Identified Mail) is a security standard that helps prevent email spoofing by adding a digital signature to outgoing emails. This reduces the chance of your emails being marked as spam.

    Add the CNAME and TXT record types using the names and values provided in your InvestorHub settings.

  3. DMARC configuration

    DMARC (Domain-based Message Authentication, Reporting & Conformance) is an email authentication protocol that helps protect against email spoofing and phishing attacks. This reduces the chance of your emails being marked as spam.

    Add the TXT record type using the name and value provided in your InvestorHub settings.

  4. MAIL FROM configuration

    The "MAIL FROM" configuration allows you to use your domain in the email address that will be used as the sender address for outgoing emails. This reduces the chance of your emails being marked as spam.

    Add the TXT and MX record types using the names and values provided in your InvestorHub settings. Note that the MX record requires a priority value, which is included in the details provided to you.



Troubleshooting & common questions

Where exactly do I add the MAIL FROM records if my hub is on a subdomain?

If your InvestorHub is on a subdomain (e.g. investors.companyname.com), your MAIL FROM records still need to go on your main domain, not the subdomain.

Specifically, the record name will follow the format investorhub-email.companyname.com — not investorhub-email.investors.companyname.com. Check the exact name in your InvestorHub settings, and if in doubt, match it character for character.


Do I need to add the MX record? I already have one on my domain.

Yes, the MX record is required — but placement matters. Do not add the MX record to your main domain (e.g. companyname.com) if that domain already handles your company email. Adding a second MX record there will conflict with your existing email provider and can cause emails to bounce or fail to deliver.

The MX record should be added only to the email subdomain specified in your InvestorHub settings (e.g. investorhub-email.companyname.com), not your main domain. If you're unsure, check with your IT team before adding this record.


My records are added but the status shows "waiting for AWS to activate" — what does that mean?

This means your DNS records have been detected but the system is still completing setup on its end. It is not something you need to action. The platform checks automatically every hour, but you can click Refresh statuses at any time to trigger a manual check outside of that cycle.

DNS propagation itself can take anywhere from 15 minutes to 48 hours depending on your provider. If you're still seeing this status after 48 hours, contact InvestorHub support.


My DNS was working but something seems to have broken since setup.

DNS records can be changed or removed after initial setup — sometimes by an IT provider during routine maintenance, or as a side effect of a website migration or domain renewal. If your email or hub stops working after a period of successful operation, this is the most likely cause.

Check that all records in your InvestorHub settings still match what's in your domain provider. If you're planning any website changes or working with an external IT provider, make sure they are aware of your InvestorHub DNS records before making any changes to your domain.

Two records in particular to check if something breaks unexpectedly: the MX record on your email subdomain, and your DKIM CNAME records — these are the most commonly affected when a domain is modified.

If you have any other questions, please get in touch with our UK Client team.

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