Skip to main content
All CollectionsInvestor Portal GuideDocuments
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 3 years 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.

Related Materials

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].

Did this answer your question?