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Viewing Your Investment Transactions

This article discusses the process of viewing investment transactions

Updated over a week ago

Our investor portal allows you to easily keep track of all the activity related to your investments from the time they were initiated.

To find this information, follow these steps:

  1. Log into your investor portal.

  2. From your Portfolio page, click View Investments.

  3. Under Active and Realized Investments, locate the investment that you would like to review and click View Investment.

  4. Click Transactions.

You can use the filters to sort investment transactions by opportunities, the investment account used, and the investment date. Additionally, transaction categories can help you find contributions, distributions, redemptions, and net income for your investments.

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