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How to Switch Between Investing Entities

Fahim Kaidawala avatar
Written by Fahim Kaidawala
Updated over a week ago

When you log in to the investor portal, you will see the name of your current investing entity displayed in the top navigation ribbon.


Step 1: Open the Investing Entity Menu

  • Click the dropdown arrow next to the name of your current investing entity.

  • Select Manage Investing Entity from the dropdown menu.


Step 2: Choose or Add an Entity

  • You will be directed to a page listing all your investing entities.

  • Select the entity you want to switch to by clicking Select
    ​or

  • Click Add a new investing entity if you wish to add another one. If you need more information on how to do this, please follow the link


Step 3: Confirm Your Selection

  • You will be redirected back to the Invest tab in the investor portal.

  • Once you have made your selection, your portfolio view will be updated.


If you have any questions or need help at any stage, please contact your fund manager for support.

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