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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

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