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Investor Portal Guide - How do I search my documents?
Investor Portal Guide - How do I search my documents?

You can search for documents by name from the Documents section

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

All documents for completed investments associated with your account are available in the Documents section of the Investor Portal.

=> Select Documents from the menu

In the area above the list of documents is a search box. As you type text in the search box, the list is filtered to show documents that match your search criteria.

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