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].