Here’s a look at what shipped in this release.
Two-Factor Authentication for Issuers
Issuer account logins are now protected with text message two-factor authentication, and new issuer invitations include a phone verification step so every account is verified from the start. Email codes have been fully deprecated and will no longer be sent as a part of the issuer portal login process.
Improvements
- Payment Notifications — Investors now receive separate, clearer emails for an expired card hold and for a payment that didn’t go through, so it’s obvious what happened and what to do next.
- Accreditation Step — Clearer guidance on the accreditation step helps investors understand what’s being asked of them before they upload anything.
- Affiliate Tracking — Investments can now be tracked with offering affiliate codes in the issuer portal. Each affiliate has a unique URL that can be used for sharing, and affiliate codes can be used when registering investors through the EquiDeFi OpenAPI.
- KYC Verification Review — Issuers reviewing investor and entity verifications now see them in two focused views instead of one combined screen.
- Test Webhook Endpoints — Issuers can now send a test webhook request to confirm their webhook connection is set up correctly before going live.
Bug Fixes
- General reliability and stability improvements throughout the investment process.
All changes are live — no action required on your end.