---
title: Uploading Investor Documents
description: You can upload documents for your investors to download from their investor portal, such as K-1s and asset updates.
---

[Skip to content](https://support.verivest.com/knowledge/uploading-a-document-for-a-specific-investor#main-content)

English

Show submenu for translations

![Verivest-Logo---Blue-Mark---Dark-Text.png\]](https://support.verivest.com/hs-fs/hubfs/Verivest-Logo---Blue-Mark---Dark-Text.png?height=50&name=Verivest-Logo---Blue-Mark---Dark-Text.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- Go to Verivest LLC

 Go to Verivest LLC

 How-to guides and answers from the Verivest team

- There are no suggestions because the search field is empty.

1. [Verivest Support Library](https://support.verivest.com/knowledge?hsLang=en)
2. [Manager Support](https://support.verivest.com/knowledge/manager-support?hsLang=en)
3. [Investor Management](https://support.verivest.com/knowledge/manager-support?hsLang=en#investor-management)

# Uploading Investor Documents

## You can upload documents for your investors to download from their investor portal, such as K-1s and asset updates.

### Uploading a document for a specific investor:

1. Login to your manager dashboard and select Accounts.
2. Locate the investor account for which you need to add a document and then navigate to **Documents**
3. Select **Add new document**
4. Select the Category and date for the document
5. Click **Send email notification** (if applicable) and drag and drop your file.
6. Click **Upload document**

<iframe class="hs-responsive-embed-iframe" height="360" src="https://player.vimeo.com/video/798154156" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%; border: none;" width="640" allowfullscreen data-service="vimeo"></iframe>

### **Uploading Offering documents to ALL investors**

**(e.g. quarterly asset update)**

1. Login to your Manager Dashboard and select **Offerings**
2. Select the Offering and navigate to **Documents**
3. Select **Add new document**
4. Select the **Category**   
   ​*We highly recommend selecting a **category** when submitting a document to an offering. This will help investors who are using filters to search for specific documents easily locate the document they need.*
5. Select the **date** for the document
6. Click **Send email notification** (if applicable) and drag and drop your file
7. Select **Upload document**
   
   <iframe class="hs-responsive-embed-iframe" height="360" src="https://player.vimeo.com/video/798154252?h=3b54d90ea6" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%; border: none;" width="640" allowfullscreen data-service="vimeo"></iframe>

### **Uploading Investor K-1s**

**To perform a bulk upload of your investors' K-1s, please contact your Fund Accountant for assistance.**

Need help? Contact [support@verivest.com](mailto:support@verivest.com)

- [Manager Support](https://support.verivest.com/knowledge/manager-support?hsLang=en#main-content)

    - [Getting Started](https://support.verivest.com/knowledge/manager-support?hsLang=en#getting-started)
    - [Using the Manager Portal](https://support.verivest.com/knowledge/manager-support?hsLang=en#using-the-manager-portal)
    - [Investor Management](https://support.verivest.com/knowledge/manager-support?hsLang=en#investor-management)
    - [Managing Investments](https://support.verivest.com/knowledge/manager-support?hsLang=en#managing-investments)
    - [Educational Series-Webinars](https://support.verivest.com/knowledge/manager-support?hsLang=en#educational-series-webinars)
- [Investor Support](https://support.verivest.com/knowledge/investor-support?hsLang=en#main-content)

    - [Welcome](https://support.verivest.com/knowledge/investor-support?hsLang=en#welcome)
    - [Understanding Your Portal](https://support.verivest.com/knowledge/investor-support?hsLang=en#understanding-your-portal)
    - [Managing Your Investment Accounts](https://support.verivest.com/knowledge/investor-support?hsLang=en#managing-your-investment-accounts)
- [Accounting Tools](https://support.verivest.com/knowledge/accounting-tools?hsLang=en#main-content)

    - [Accounting Support](https://support.verivest.com/knowledge/accounting-tools?hsLang=en#accounting-support)

[![Verivest-Logo-Mark-Govenor-Bay-1](https://support.verivest.com/hs-fs/hubfs/Verivest-Logo-Mark-Govenor-Bay-1.png?width=100&height=100&name=Verivest-Logo-Mark-Govenor-Bay-1.png "Verivest-Logo-Mark-Govenor-Bay-1")](http://verivest.com)

Verivest LLC Help Center

Copyright © 2026, Verivest