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Investor Portal Guide - Documents Overview
Investor Portal Guide - Documents Overview

Discover how to access and manage your Documents

Joni Reeves avatar
Written by Joni Reeves
Updated over a week ago

The Documents section is a single place to access all documents across all your investment entities. It has notices and statements, quarterly reports, tax forms, legal agreements, and more. On this page you can:

  • See every document that has been uploaded to your investments

  • Filter and search by name, category, investment, and investor account

  • Identify, sort, preview, and download documents

=> Select Documents from the menu

All documents for completed investments associated with your account are listed showing:

  • Name

  • File Size

  • Category

  • Investment

  • Investor Account

  • Date

Closing documents for investments (Counter Signed Subscription Packages) are also accessible from the Investments area in the portal.

Support Information

If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact [email protected].

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