Managing Your Portfolio

For our investor’s convenience, we provide 24/7 access to a personalised online dashboard.

From here you can track the performance of all your investments from the ‘Portfolio’ section.

Under the Account section of ‘My Portfolio’, you will be able to see your transaction history. By clicking on your ‘Folder’, you will be able to view updates such as annual bank statements, dividend vouchers, annual accounts and expenditure invoices, which will be provided on an ongoing basis.

Furthermore, message alerts will be received when new documents are added.

Managing your portfolio

Become Part Of Our Investor Community

In order to become a member of our investor community, you must meet current FCA guidelines by completing a sign-up and onboarding procedure. This process will identify you as a specific type of investor, providing you will full access to our social property investments listed on the platform.