Effortless Account Switching: No More Login Hassles for Investors

Managing multiple investment accounts shouldn’t be a headache. Yet, investors, fund managers, and business owners often find themselves juggling multiple logins, re-entering verification codes, and constantly switching between accounts—wasting valuable time that could be spent making smarter financial decisions.

Liquidity.io
March 18, 2025

Managing multiple investment accounts shouldn’t be a headache. Yet, investors, fund managers, and business owners often find themselves juggling multiple logins, re-entering verification codes, and constantly switching between accounts—wasting valuable time that could be spent making smarter financial decisions.

The Challenge: Why Managing Multiple Accounts Is Frustrating

Many investors maintain multiple accounts for different purposes—personal investments, business portfolios, and institutional holdings. But the traditional way of managing these accounts comes with significant pain points:

🔴 Repeated Logins & Verifications – Users have to log in and out constantly, verify emails multiple times, and remember separate credentials for each account.

🔴 Disconnected Account Access – Every account requires a different email, making switching between them tedious and inefficient.

🔴 Workarounds That Waste Time – Some users resort to using multiple phone numbers or different browsers just to stay logged into separate accounts.

This process is not just inconvenient—it disrupts workflow, increases the risk of errors, and makes account management more complicated than it needs to be.

The Solution: One Mobile Number, Multiple Accounts

To address these challenges, Liquidity is launching Seamless Account Switching, allowing users to link multiple investment accounts to a single mobile number. This feature enables:

Effortless Switching – Users can toggle between accounts instantly from their profile section without needing to log out.

One Login, Multiple Accounts – After entering their mobile number, users can see all verified accounts linked to it and select which one to access.

Independent Verification – Each account still completes its own onboarding process, ensuring compliance while offering seamless access.

How It Works

1️⃣ Log in with your mobile number – No need to remember multiple email credentials.

2️⃣ See all your linked accounts – A list of verified accounts associated with your mobile number will appear.

3️⃣ Switch with a tap – Select the account you want to access and continue investing without disruptions.

Every new account must still undergo its own onboarding and verification, ensuring compliance and security while maintaining a smooth user experience.

Why This Matters

Saves Time: No more repeated logins—switch accounts in seconds.

Improves Security: Each account is separately verified, reducing fraud risk.

Enhances Efficiency: Investors and businesses can manage multiple accounts without friction.

Simplifies User Experience: One mobile number, multiple accounts, zero hassle.

At Liquidity, we are committed to making financial management simpler, smarter, and more intuitive. With Account Switching, we’re removing unnecessary barriers, helping users focus on investments—not login screens.

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