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Investor Portal Guide - Where can I find closing documents?
Investor Portal Guide - Where can I find closing documents?

You can find your closing documents from the Documents or the Investments sections in the Investor Portal

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

You have two paths to access your closing documents. The one you choose depends on your need.

Closing Documents For a Specific Investment

The link to access the closing documents for an investment is available directly from the investments page.

=> Select Investments from the menu

=> Click on the name of the investment

=> Click on the Documents tab

All documents for the investment are listed. To identify just the closing documents, select Subscription Packages from the Category column drop-down list.

When you click on a document name, the final version of the document (countersigned when applicable) is displayed in a preview window.

From this window, you can scroll through, download, and print.

All Closing Documents

You can also find closing documents for all your investments when you access the Documents Dashboard. From here, you can filter and/or search to find the documents that you need.

=> Select Documents from the menu

Use the Category document filter and select Subscription Packages to display only closing documents.

Conversely, you can filter on the Investment to show all documents associated with just that deal.

Clicking on a document takes you to the preview window for the document.

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