MEDA Trust

STEP 5 - GROUPS


Starting a Group

Starting a group is easy. On your portfolio page you will have the option to “Start a Group” in the left navigation bar. Click on this link and a form will appear. Fill in all required fields as designated by the asterisk. Choose a Group password that is different than your personal password. Passwords must be 6 or more characters in length using any combination of letters or numbers. 
Click 'Create Group' once leaders information is complete. The person who initiates a group is the group leader and will be responsible for managing the portfolio

 

 

Sending an Invitation

After starting a group and invitation page will automatically appear. You have the opportunity to invite others to join your group.
Simply enter the names and email addresses of friends, colleagues or family you’d like to join your group. Add a personal message in the space provided.   Click 'Send Invitations' and potential group members will receive their invite. 

All names you have given are sent an email invitation asking them to join the group. There is a special link in the email that will direct them to your group.
Each group member then decides whether they’d like to join the group. If they have already signed up for MEDA Trust all they must do is “Join” but if they have not they will be directed to sign up first.