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How do I access the Flywheel Portfolio?
How do I access the Flywheel Portfolio?
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Written by Claire Lovell
Updated over a week ago

We began the beta rollout of the Flywheel Portfolio on August 7th and are working through final tweaks to create the best investor experience possible. We expect the product to be available to everyone in the coming weeks.

You can access the Flywheel Portfolio on both your Investor and Auto Investor accounts.

Auto Investor Account

To enable it within your mobile application or Auto Investor account, simply click accept on the new terms and conditions modal.

Investor Account

To access the Flywheel Portfolio on your Investor account, you can find it by clicking on “Flywheel Portfolio” from the dashboard.

Details

Clicking “Invest” takes you to a new details page where you'll find in-depth information about this innovative offering and begin your investment.

Reporting

We've also enhanced your Investment Activity: Summary page, adding a dedicated section for the Flywheel Portfolio. Here, you can easily track your total investment, money at work, returned capital, and repaid interest.

Account Actions:

Investment Activity Summary:

Flywheel Portfolio Reporting:

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