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An investor is unable to view an allocation in their investor portal. How should I proceed?
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 does not see a specific allocation in their investor portal, they should:

  • Confirm if they made contributions using different accounts.

  • Then, try signing into the specific account associated with that particular allocation.

The data displayed in the investor portal is tied to the account to which the allocation is linked.

To unify all investments into one single portal:

  • Transfer all allocations to a single account through the admin dashboard.

  • 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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