Time Required: Depends on your registry, breakdown below
Prerequisites: Depends on your registry, breakdown below
Who: The main registry contact within your organisation, and your registry
Outcome: Begin enriching your shareholder data!
Table of Contents
Why do you need to connect your registry?
InvestorHub uses your registry data to keep you informed of the day-to-day movements of your shareholders, provide you with unique insights you can use to boost your shareholder engagement and more! While you are waiting for your registry to connect, some of the features on InvestorHub won’t be available.
💡 This connection is done through an Application Programming Interface (API), a software intermediary that allows two applications to talk to each other. This is what allows your registry to talk to your InvestorHub workspace!
See a preview of data on InvestorHub below!
Please note this is sample data and used for example purposes only.
Immediate Actions
Automic
Automic will send you an email to confirm your API connection with InvestorHub just reply to their email with your confirmation.
⏱ ~ 2 days
Boardroom
Boardroom requires clients to sign a one-page API agreement to connect with InvestorHub. It can take up to 2 weeks for Boardroom’s legal team to prepare the agreement. They will send this to you via email, and will only connect the registry once signed and returned.
⏱ ~ 2 weeks
Computershare
Computershare clients will need to liaise directly with your Computershare account manager and create a registry login for a nominated representative in your team using a new email address on your domain (e.g. ir@listedcompany.com, registry@listedcompany.com) so that there is no cross-over with any existing accounts. Once this has been created we will help you connect it with your software license.
⏱ ~ 1 week
You can send the following email to your account manager at Computershare to set-up an account:
Hi XX,
We need to create a new login for our [Company] Computershare account.
Could you please let me know how to do this? I would like to create an account with this email XXX (e.g. ir@listedcompany.com, registry@listedcompany.com).
Regards,
Link
Link will send you an email to confirm your API connection with InvestorHub just reply to their email with your confirmation.
⏱ ~ 2 days
Other registries
Currently InvestorHub can only connect with Automic, Boardroom, Computershare and Link. If you are with another registry, you will not have access to the data features on InvestorHub, but you will have access to the Investor Hub. Your Client Success Manager would have briefed you in on this already, but if you have any questions you can reach out to them here.
Next step ➡️
Wow! Your workspace on InvestorHub is now all set-up! All features will be operational and you can start your growth loop. Let’s find out how below 👇
Missed a step? Check out the other steps below:
Frequently Asked Questions 🧠
My registry hasn't reached out to me yet to connect, what do I do?
If your registry hasn't contacted you yet, you can get in contact with your Client Success Manager and they will be able to provide an update.
Will my registry connect without my confirmation?
No. Your registry will need to get confirmation from you first before it can connect with InvestorHub.
I'm not with Automic or Boardroom, when will my registry be ready to connect with InvestorHub?
If you have any questions about your registry, get in contact with your Client Success Manager and they will be able to shed some more light on the progress of this.