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πŸ™ˆ An investor is unable to view an allocation in their investor portal. How should I proceed?
πŸ™ˆ An investor is unable to view an allocation in their investor portal. How should I proceed?

Allocations in the investor portal are displayed based on account wallets. By logging in to the correct account, you'll see your allocation.

Milad Mirshahi avatar
Written by Milad Mirshahi
Updated over a week ago

If an investor is unable to locate a particular allocation in their investor portal, it's probable that they've made contributions using different accounts. While the allocation remains accessible, the investor needs to sign into the specific account associated with that allocation to view it.

The data displayed in the investor portal is tied to the account to which the allocation is linked. If contributions have been made via numerous accounts, the sole method for an investor to unify all their investments within a single portal is by transferring their allocations to a single account through the admin dashboard.
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Changing investor accounts can only be done by platform administrators. We have created a comprehensive guide on how you can move an allocation to a new account in this article.

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