Manage Multiple Investment Profiles
This article explains the several ways to view and manage your Investment Profiles/Accounts. An Investment Profile is a legal person/entity you are investing through. If you have any questions about the platform, feel free to reach out to firstname.lastname@example.org.
To begin, please navigate to Flow's login webpage at flowinc.app/login (or access the Flow link provided to you).
Once you log in to Flow, you will see a list of your Investment Profiles on the first page:
An Investment Profile is denoted by its legal name.
After selecting an Investment Profile, you can see a list of investments under the Investments tab. From there, you can navigate into a specific Investment in a Fund.
For example, in the screenshot below, you can verify that Current Capital, LP - Series Jo's is invested through Flow Living Trust account.
If you'd like to switch to a different Investment or Profile, select the small down arrow next to All Accounts at the top left of the screen, then select Switch Account. This will return you to the initial, "All Accounts" login screen.
To see a list of all your Investment Profiles and Investments, select All Accounts.
Under the Organization tab, you will see a list of all your Investment Profiles
Under the Investments tab, you will see a list of all your Funds that you've invested. The corresponding investment profile is denoted under Investing Through.