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Investor Portal Guide - How can I filter my list of documents?
Investor Portal Guide - How can I filter my list of documents?

You can apply criteria to filter your list of documents

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

All documents for completed investments associated with your account are available on the Documents section. You may need to reduce the list to find the documents you need. You can use several criteria to filter the list of documents.

=> Select Documents from the menu

In the area above the list of documents is a search box as well as three drop-down selections. You may use the drop-downs to select a value and filter by:

  • Category - All documents are associated with a category (legal, general, subscription packages, etc). Select one to display a single category of documents.

  • Investment - Most documents are associated with an investment and you can see the documents for a single investment when you filter using investment.

  • Investor Account - Most documents are specific to just one of your investor accounts and you can see that list when you filter using investor account.

When you select a filter and choose from the drop-down menu, the list is filtered to show documents that match the criteria.

You can apply multiple filters to further refine your criteria.

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