Uploading Investor-specific documents (e.g. individual K-1)

Login to your Sponsor Dashboard and select Accounts.

Locate the investor account and navigate to Documents. Select Add new document.

Select the Category and date for the document. Tick Send email notification (if applicable) and drag and drop your file. Select Upload document.

Uploading Offering documents (e.g. quarterly asset update)

Login to your Sponsor Dashboard and select Offerings

Select the Offering and navigate to Documents. Select Add new document.

Select the Category and date for the document. Tick Send email notification (if applicable) and drag and drop your file. Select Upload document.



Need help? Contact support@verivest.com

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