Admins can masquerade as an Investor and log into their Investor Portal profile to see the investor's point of view.
- When masquerading in as an investor, you will have limited functionality for some areas of the portal. This includes the ability to make an investment and to update banking information.
- Always log out of the investor portal and only have one session open at a time! Leaving the masquerade session signed in or trying to be logged in as more than one investor at a time can cause errors.