Switching investing entities

If you have more than one investing entity with Mackersy Property, the below steps will explain how you can switch between investing entities to enable you to view each portfolio, documents, transactions & apply for new offers.

1. When you are logged into the investor portal, you will see in the top right the current investing entity you are logged in to view

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2. Click on the down arrow. This will give you three options, investment settings, switch investing entity or add investing entity

3. Select ‘Switch investing entity’

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4. This will then bring you to a screen displaying all the investing entities that are set up with Mackersy, from here you can select which one you wish to open.

Tip: when you are in this screen, the Investing entity with the darker ring is showing you what investing entity you are currently viewing.

Download the help guide here
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