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
βorClick 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.