Step 1

Your property manager will send you an email invitation to create an Investor Profile

Hint: if you can't find your invite, check your junk folder just in case or click here to send a new one

Step 2

Set a secure password, confirm you have read our T&Cs and click Next.

Troubleshooting tip: If you get an errors here, your invitation has most likely expired. Reset your password to get a fresh link by clicking here

Step 3

The first method you need to choose is where your rent is paid to. This can be any bank account. All rent received is deposited instantly into this account. 

Once all the fields are complete, click Add Account.

and then double-check them!

Step 4

You can now choose how you pay for any property expenses. You can continue to have expenses paid from rent collected by selecting Pay via Rent. However, if you'd prefer, you can add a payment method like a credit card and all expenses.

Hot tip: Setting a Credit Card allows for instant payments, which means trades will often offer a cheaper price and bills will never be paid late due to waiting on rental income.

Step 5

Accept the T&Cs then click Next to save.

You can now complete the setup process by clicking Confirm.

Step 6

Now all you need to do is assign the bank account to your property. If you have multiple properties & accounts, you can di this for each property.

To assign an account, head to the property settings tab and click Use this account.

and that's it! Your investor profile is now set up. You can change/customise these accounts anytime you like and even set bespoke accounts for each property you own by visiting the property settings.


Other helpful articles: Personalise your notifications, understanding your transactions tab

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