- Help Center
- Investment Management
- Investor Management
How do I view the Investor Portal as one of my investors?
Wouldn't it be cool to be able to view the Investor Portal through the eyes of one of your investors?
How to view the Investor Portal (as one of your investors)
- Once you are logged in as a GP Admin, Go to contacts
- Find the contact you want to view
- Click the EYE icon
- View as an investor will open in a new tab