Step 1) Navigate to 'Contacts' in the Portals Main Menu. Once there, click on their name and this will take you into their Contact page.

Step 2. Click the ellipses (three dots) next to the investor's name. Then click 'View Portal As...'.

Step 3. A new tab will open that replicates what that particular investor sees when they log in to their Investor Portal. You will notice a yellow banner across the top of the screen making you aware that you are in preview mode for that particular investor.