Your sponsor chooses which portal sections investors can use. If a page says "This section is not shared in your investor portal. Contact your sponsor if you need access.", that section is turned off for their portal.
Messages you may see
- "This section is not shared in your investor portal." Your sponsor hid this section, such as Opportunities, Document Library, Payment Activity, or Updates. Hidden sections also disappear from the menu.
- "Your Account Is Almost Ready": your sponsor still needs to link an investing account to your login. Your records appear once they do.
- "Investment Not Found": the investment is not linked to any investing account you can access.
- Accreditation missing from the Account menu: your sponsor has not switched on online accreditation checks. You can still upload a letter during an application.
What to do
- Make sure you are viewing the right sponsor. See How Do I Switch Between My Investing Accounts or Sponsors?
- Contact your sponsor and ask them to share the section or link your account.
Good to know
- If you act for someone else's account, you may have limited access, such as no tax documents. The account owner or your sponsor can change it.
- Syndelo Support cannot turn on sections for you. Only your sponsor can.
Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.
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Sign in to the shared demo workspace as a sponsor or as an investor. No signup, and nothing you do there sends real email or moves money.
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