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Investor Portal Guide - Where can I find investment details?
Investor Portal Guide - Where can I find investment details?

You can find details for each of your investments from the Investments section

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

You can view the details for any closed deal when you access your Investments.

=> Select Investments from the menu

=> Click on the name of the investment

The investments page for the deal contains the details. The tabs allow you to choose between the overview, documents, and transactions. The default view is the overview display.

The overview for the investment shows:

  • Financials

  • Investor Account

  • Owners and Delegates

  • Payment Instructions

You can revise the instructions for receiving distribution payments if you click on Manage payment instructions.

Choose the Documents tab to see all the documents related to this investment.

The fully-executed subscription agreement will always be available on this page.

Selecting the Transactions tab shows you all contribution transactions.

A list of distributions associated with this investment is available when you select Distributions.

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