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Investment Firm 101
How to invite collaborators to Investment Firms?
How to invite collaborators to Investment Firms?

Investment firms can add collaborators with different access levels

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Written by Support
Updated over a week ago

Note: Your personal portfolio doesn't support collaborators.

If you see your investments in your personal portfolio, you can create an investment firm and move your investments there, before inviting collaborators. Read here how to do this.

Inviting collaborators

Step 1: Navigate to Home > Investment Firms and click on the firm to which you'd like to invite collaborators.

Step 2: On the left sidebar, click on Firm Settings > Collaborators.

Step 3: Add collaborators with the button in the top right corner.

Access levels

You can choose between

  • Viewer: Can see and export everything, but can't change anything.

  • Admin: Can add and remove companies and adjust investment firm settings.

  • Owner: Additionally to what admins can do, owners can manage billing.

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