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How to Switch Between Investing Entities

Investor Portal guide to switching investing entities

Fahim Kaidawala avatar
Written by Fahim Kaidawala
Updated over 2 weeks ago

When you log in to the Investor Portal, the name of your current investing entity is 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 an Entity

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

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

  • You will be redirected back to the Invest tab in the Investor Portal for the selected entity


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

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