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How do I swap or switch between investment entities

Switching between different investment entities under the same Snowball Effect log in

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Written by Snowball Team
Updated over 2 weeks ago

If you have invested with more than one entity on the Snowball platform, you will be able to switch between your investment entities.

Note, if you only have one investment entity, these options will not appear for you.

Switching entities

Once in your Snowball Dashboard, you will see a small avatar with your investment entity name next to it on the top right of the screen. When viewing on a mobile, this is also accessible from the mobile menu.

Clicking on "Switch investment entity" will reveal all the entities you have access to.

Select the entity you want to swap to, and the platform will switch focus to your selected entity.

Can't see an entity you believe you should have access to?

If you can't see any additional entities, contact the Snowball Team to manually grant your account access.

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