Welcome to Harvest – How-to Guide

We strive to continuously add and improve features while keeping Harvest as intuitive as possible. That said, this document describes many of the popular platform functions that would be helpful to familiarize yourself with before using Harvest.

What is Harvest?

  • Overview
  • Intended audience
  • Using this guide
  • Where to get more information

Getting Started

  • How do I create a Harvest account?
  • How do I login to my account?
  • How do I change my password?
  • What if I forgot my password?

Dashboard Basics

  • What is the Harvest Dashboard?
  • How is content shared with the community?
  • What is a Harvest "post card"?
  • What can I do with a post card?
  • How do I share a post to my social networks?
  • How do I access my personal profile page?

Verified "Professionals"

  • Who are "Verified Professionals"?
  • How do I upgrade my membership status to Verified "Professional"?
  • What are the benefits of having Verified "Professional" status?
  • How do I create a Company page?

"Top" Investors

  • Who are "Top Investors"?
  • What are the benefits of being a "Top Investor"?

Settings & Notifications

  • Where can I find my account settings?
  • How do I change my notification preferences?
  • What is two-step security?

Compliance Settings

  • Where can I find my compliance settings?
  • How do I assign someone like a compliance officer to oversee my account?