Resolved -
This incident has been resolved.
Summary:
-Impact: Users received an "Access Denied" error when attempting to use Post to Portal from Investor Mailing.
-Duration: June 10 17:52 US/Eastern – June 11, 2026, 07:20 AM US/Eastern.
-Resolution: The issue was traced to missing SharePoint service-account permissions on affected Investor Portal tenants. Required permissions were restored, and functionality was validated for impacted clients.
If you continue to experience issues, please contact Support.
Jun 11, 07:51 EDT
Monitoring -
A fix has been implemented, and we are monitoring system performance.
Current status:
- Impact: Minimal
- Systems are stabilizing
We will continue to monitor closely to ensure full resolution.
Next update: Within 60 Minutes
Jun 11, 07:23 EDT
Update -
We have identified an issue affecting Investor Mailing and Investor Portal integrations for a subset of clients.
Details:
- Impact: Users were unable to use the "Post to Portal" functionality from Investor Mailing and received an "Access Denied. You do not have permission to perform this action or access this resource." error.
- Root cause: A SharePoint permissions issue prevented the tenant-specific service account from accessing required Investor Portal resources.
- Mitigation: The affected tenant's SharePoint permissions have been corrected. Our team is further checking the logs to track any other affected clients in order to apply fix.
Next update: Within 60 minutes.
Jun 11, 06:52 EDT
Identified -
We have identified an issue affecting Investor Mailing and Investor Portal integrations for a subset of clients.
Details:
- Impact: Users were unable to use the "Post to Portal" functionality from Investor Mailing and received an "Access Denied. You do not have permission to perform this action or access this resource." error.
- Root cause: A SharePoint permissions issue prevented the tenant-specific service account from accessing required Investor Portal resources.
- Mitigation: The affected tenant's SharePoint permissions have been corrected, service has been validated as operational, and additional impacted tenants are being reviewed for similar permission issues.
We are working to implement a fix.
Next update: Within 60 minutes.
Jun 11, 05:42 EDT
Update -
We are currently investigating reports of issues affecting Investor Mailing
What we know:
- Impact: Some reports of being unable to post to portal with an error of Access Denied.
- Affected areas: Investor Mailings
- Start time: June 10 17:52 US/Eastern
A workaround has been identified. User can upload the documents to Investor Portal via DCP 2.0. Investigation will continue and impacted clients should contact Support if needed.
Next update: By June 11 8:00 US/Eastern
Jun 10, 21:12 EDT
Investigating -
We are currently investigating reports of issues affecting Investor Mailings.
What we know:
- Impact: Some reports of being unable to post to portal with an error of Access Denied.
- Affected areas: Investor Mailings
- Start time: June 10 17:52 US/Eastern
Our team is actively working to identify the root cause.
Next update: Within 2 hours
Jun 10, 20:17 EDT