Your investor portal securely hosts a range of important documents relating to your investment, including:
Executed Subscription documents
Tax documents, including 1099-INTs and K-1s
Asset updates from your Investment Manager
You can filter for documents by the investment account used, date, or opportunity. There are also document categories available to help you easily locate documents that have been uploaded to your investor portal.
Downloading Investment Documents
To view the list of available documents or download your documents please complete the following:
Log into your investor portal
Click Investments from your Overview page
3. Click on an investment under Active and Realized Investments that you'd like to view or click Documents from the top menu.
4. Search for a document using the available filters or menu
5. Select one or more documents
6. Click Download
7. The document will begin downloading, as shown in the example below
Need help? Contact email@example.com