Where to Find Wefunder Account Settings, Portfolio, Cash, Tax Docs, and Other Common Pages

Use these navigation paths to find common Wefunder account, settings, and product areas. ## How navigation is organized Wefunder has two main navigation patterns: 1. **Top nav + avatar account menu** for investor-facing pages. 2. **Founder left sidebar** for company management, shown when a company or syndicate profile is selected in the account switcher. The main **Settings** area lives at `/settings/*`. ## Find account settings Open the **avatar menu** and choose **Settings**. - **Settings**: `/settings` - On desktop, this redirects to **Account Info**. - On mobile, this shows a chooser. The Settings sidebar includes: - **Account Info** - **Public Profile** - **Login & Security** - **Investor Limits** - **Banks & Cards** - **Notifications** - **Messaging** - **Apps & Agents** ## Common account tasks ### Change your password or set up 2FA Go to **Avatar → Settings → Login & Security**. - Route: `/settings/login_and_security` - Use this page for: - Email - Password - Phone - 2FA by SMS - Authenticator app - Passkeys - Log out of all devices Available actions include: - `Password → Reset >` - `Email → Edit >` - `Phone → Add >/Edit >` - `Authenticator App → Add >` - `Passkeys → Add >` - `Log out of all devices >` Caveats: - Login required. - The **Two-Factor Authentication** section only appears when MFA is already enabled. - **Log out of all devices** is hidden in the mobile app webview. ### Update your address, legal name, or tax ID Go to **Avatar → Settings → Account Info**. - Route: `/settings/investor_information` - Use this page for: - Legal name - Address - Birthday - Nationality - Tax ID - Passport/ID - Investing entities - Beneficiaries - VIP membership - Delete account Available actions include: - `Add Entity >` - `Add Beneficiary` - `Delete Account >` Important note: - **Delete Account** requires no active investments and `$0 Wefunder Cash`. ### Check your investment limit or accreditation status Go to **Avatar → Settings → Investor Limits**. - Route: `/settings/investor_limits` - Use this page for: - Accredited status - Income - Net worth - Legal investment limit - Re-verification Caveat: - Login required. - This page is **hidden** from Capitalize / Community Round navigation. ### Add a bank or card, or change your default payment method Go to **Avatar → Settings → Banks & Cards**. - Route: `/settings/banks_and_cards` - Redirects here from: - `/wallet` - `/payment_methods` Available actions include: - `Add Bank >` - `Add Card >` - `Set as Default` - `Remove` Caveat: - EU users may see SEPA banks. ### Change email notifications Go to **Avatar → Settings → Notifications**. - Route: `/settings/notifications` - `/email_settings` redirects here Use this page to manage: - `Activity digest` with `Daily/Weekly/Off` - Toggles for: - `Startup digest` - `Vault deals` - `Featured companies` - `Wefunder content` - `Replies` - `Mentions` - `New followers` - `New investor` (founders only) ### Change who can message you or block someone Go to **Avatar → Settings → Messaging**. - Route: `/settings/inbox_privacy` Messaging options include: - `No one` - `Users & Companies I Follow` - `Users & Companies I Follow + Shared Syndicates` - `Everyone` Available actions include: - `Unblock` - `Unmute` ### Manage connected apps or get an API token Go to **Avatar → Settings → Apps & Agents**. - Route: `/settings/apps` - `/settings/connected_apps` redirects here Use this page to: - Revoke third-party app access - Connect an AI agent - Generate a personal read-only API token Available actions include: - `Revoke → Revoke access` - `Connect an AI agent` - `Need a manual API token instead? Generate one →` AI-agent connection tabs include: - Claude Code - Codex - ChatGPT - Claude Desktop - Cursor Caveat: - The AI-agent / API-token section requires a specific account feature to be enabled. If you do not see it, that feature is off for your account. ### Edit your public profile or privacy settings Go to **Avatar → Settings → Public Profile**. - Route: `/settings/public_profile` Use this page for: - Display name - Profile picture - Wefunder URL - Bio - Website - Thesis - Privacy toggles Privacy toggles include: - `Hide badges` - `Hide investments` - `Hide from search engines` - `Hide location` - `Hide activity` ## Money, documents, and messages ### Find your investments or cancel an investment Go to **Avatar → Portfolio** or visit `/portfolio`. Redirects here from: - `/my_investments` - `/investments` Available actions include: - `Cancel → Cancel investment? → Yes, cancel` - `Edit` - `Download Contracts` - `Download CSV` - `Complete` Caveat: - The menu link is hidden unless a company/club profile is selected, but the direct URL always works. ### Withdraw money or check your balance Go to **Avatar → Cash** or visit `/cash`. Available actions include: - `Withdraw` / `Withdraw money` - `Deposit` / `Deposit money` - Cancel a transfer in `History` ### Download tax documents Go to **Avatar → Tax Docs**. - Route: `/docs` Available actions include: - `Download` - `Download All` Caveat: - Downloading requires an **MFA challenge**. - Documents must be `Issued` or `Amended`. ### Find your inbox or messages Use the **envelope icon** in the top nav. - Route: `/inbox` - Action: `New message` ### Open recent notifications Use the **bell icon** in the top nav. Opening the notification panel marks notifications as read. ## Other common destinations ### Rewards / referral link Go to **Avatar → Rewards**. - Route: `/rewards` - The menu says **Rewards**, but the page title is **Referrals**. Available actions include: - Copy `Your Referral URL` - `Invite via email` - `See details` ### Upgrade to VIP Go to **Avatar → Upgrade to VIP**. - Route: `/vip` - Shown to non-VIP users To manage or cancel VIP, go to **Account Info → VIP Membership**. ## Founder/company navigation When a company or syndicate profile is selected in the account switcher, use the **founder left sidebar**. Sidebar items include: - `Activity` - `Deal Page` - `Editor` - `Directory` - `Manage Rounds` / `Start Round` - `Reports` - `Help` - `Settings` - `Invite` Common founder tasks: ### Invite a teammate to your company Go to **Founder sidebar → Editor → Team → Add a Team Member**. ### Start or manage a fundraise Go to **Founder sidebar → Manage Rounds** or **Start Round**. ### Get raised money out Go to **Founder sidebar → Reports → Withdrawals**. ## Developer Portal The **Developer Portal** is at `/developers`. Important note: - It is a separate area and is **not linked** from the main navigation. - Use it for creating an OAuth app or finding developer/API tools when directed there.