/Switch between company profiles / sub accounts

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Switch between company profiles / sub accounts

When managing investment tearsheets for different companies it might be necessary to use sub-accounts. To change your account or to switch between sub-accounts:

  • Click your name in the upper right corner and then click My profile.
  • See the Sub-accounts section for a list of available user profiles.
  • Choose a sub-account and click login.
  • To logout click your name in the upper right corner again and click log out.

Investment tearsheets production - screenshot
Investment tearsheets automation - screenshot

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