Viewing Or Downloading Your Investment Documents
You can access your statements, tax documents and other reports securely from your investor portal.
Written by Aidee Barron
Updated over a week ago

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

  • Statements

  • 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.

Viewing and downloading Documents

To view or download your documents please complete the following:

  1. Log into your investor portal

  2. Click View Investments from your Portfolio 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

Here is a quick recap going over how to locate the documents section and downloading documents.

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