The only way for an Investor to join a fund is through a fund link or fund code, but the Portfolio Manager (PM) must also accept any requests to join the fund manually.
Follow these instructions to manage fund access requests:
- Log into your Personal Area.
- Open the Portfolio Management tab.
- Navigate to the Requests tab.
- Click Join to fund or Decline to manage a fund joining request.
a. If the PM selects Join to fund, the fund will become available to the Investor for investing.
b. If the PM selects Decline, the fund will not be available to the Investor for investing, though the Investor can request to join the fund again.
Pending requests are always shown at the top of the Requests area, and include the details of the Investor.
We recommend further reading on how to respond to a close investment request for greater control of your Portfolio Management.