Manage your contacts

By the end of this guide you'll know how to see the contacts linked to the investing entities you own, add a new contact and choose which entities they're linked to, and remove a contact when you no longer need them there.

View your contacts

Open Settings, then select Contacts to see a single list of the additional contacts across every investing entity you own. Each row shows the person's name, email, and every one of your entities they're linked to, so a person attached to more than one of your entities appears only once. An Added by column shows You if you added the contact yourself, or Fund manager if one of your fund managers added them.

The list only ever covers entities you own — contacts on entities that belong to someone else never appear here, and you can only add or remove contacts on your own entities. If you'd rather look at one entity at a time, each investing entity you own also shows its own contacts on that entity's page in Settings.

Add a contact

1. From Settings, select Contacts.
2. Select Add contact.
3. Enter the contact's first name, last name, and email address. Email is required.
4. If you own more than one investing entity, choose which entities to add the contact to. Leave All entities checked to add them to every entity you currently own, or uncheck it and pick specific entities instead. If you own only one entity, this step doesn't appear — the contact is added to that entity automatically.
5. Submit to add the contact.