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How can I access investments with access rights?
How can I access investments with access rights?
Updated over 2 months ago

If you were invited to an investment with access rights, you can access it by following the below steps.

Laptop

  • Click on "View as" on the bottom left of your dashboard

  • Select the investor you'd like to view or manage access for under "Select a user to view as"

  • You can now access the dashboard of the investment that you have been invited to

Phone

  1. Click on the profile dropdown on the top right of your dashboard

  2. On the bottom left, click on "View as"

  3. Select the investor you'd like to view or manage access for under ""Select a user to view as"

  4. You can now access the dashboard of the investment that you have been invited to

In case of questions or feedback please let us know at [email protected].

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