Navigate companies and investments

Switch between managed companies and investor portfolios.

Last reviewed: 2026-08-25

Two main working areas

  • Managed Companies — companies where you have representative access.
  • Investments — personal or institutional investor portfolios available to you.

Switch context safely

  1. Use the top navigation to choose Managed Companies or Investments.
  2. Select the specific company or investor profile you intend to work with.
  3. Confirm the name shown in the page header before entering or changing data.
Context matters

Permissions and available actions are evaluated against the active company or investor profile. If an expected action is missing, first confirm that you selected the correct workspace.