How to link accounts

If you have multiple accounts on PurplePort, you can link them together.

Linking your accounts means you can switch between these accounts with a few clicks of a button, saving you time without needing to log out and into your different accounts. You can link many accounts together if you have multiple accounts on PurplePort.

How to link accounts

• Log into one of your PurplePort accounts
• View the portfolio page of your other account (that you would like to link to)
• Go to the grey cog (top right) and click Link to my account to send an onsite notification to that account inviting it to accept the link 
• Log into your other account and accept the invitation to link

After the invitation is accepted, your accounts will be linked, and you can access both accounts by logging into one of them. 

How to access your linked accounts

• Go to the purple cog (top right)
• Click Linked accounts (under the heading Your stuff)
• Click Switch to on the account you want to log into

Note: You must click Switch to in order to access a linked account. Clicking the avatar or name of the account won't switch you to that account; it will view the portfolio page of that account. 

How to unlink accounts

• Log into one of your linked PurplePort accounts
• View the portfolio page of the account you wish to unlink from 
• Go to the grey cog (top right) and click Unlink with your account (under the heading Extra Tools) 

Your accounts aren't linked anymore. You will need to log into your other PurplePort directly to access it. 

FAQs

I tried switching to my linked account, but it views the portfolio page of my linked account. How can I switch to my linked account?

You may have clicked the avatar or name of the linked account instead of the Switch to button. Click the Switch to button (from the Linked accounts option via the purple cog) to access your linked account.

I tried switching to my linked account, but I'm still logged into my account (not my linked account). How can I fix this?

This is likely an issue with the cookies/cache in your web browser. Clear the cookies/cache in your web browser to fix this, and then use the Switch to button to log into your linked account.

I'm still stuck and need help. What can I do? 

We're here to help. You can contact us by creating a support ticket via our Help & Support page.