Your investor portal securely hosts a range of important documents relating to your investment, including:

  • Statements of Account.

  • Executed Subscription documents.

  • Tax documents, including 1099-INTs and K-1s.

  • Asset updates from the Sponsor.

To view and download these documents, log into your investor portal and select Documents from the top menu.


From this menu, you will have access to all available documents, across all of your investments with the Sponsor. Click on each document in order to download and view.

You can search documents, and filter by category, account, investment, and even tax year!

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