Use the account picker at the top of the portal page to filter by investing account. To view a different sponsor, use the workspace menu and choose Switch Sponsor Account.
Filter by investing account
- Open Home, My Investments, Opportunities, or Activity.
- Use the picker at the top right. It shows All investing accounts by default.
- Choose one account to see only its positions, applications, payments, and capital calls.
The picker only appears if you have access to more than one investing account.
Switch sponsors
If you invest with more than one sponsor on Syndelo, you use one login for all of them.
- Open the workspace menu at the top of the sidebar.
- Choose the sponsor you want. Each one is labeled Investor Portal.
Good to know
- An investing account is the legal owner of an investment, such as you personally, a joint account, or a trust.
- If an account you expect is missing, your sponsor has not linked it to your login yet. Ask them to give you access.
- To start investing through a new account, see How Do I Invest Through an LLC, Trust, IRA, or Joint Account?
- Security settings apply across all sponsors.
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.
Try It With Sample Data
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.
Try The Live Demo