Where do I find my documents in the investment portal?
Use Document Exchange to view reports, tax documents, and statements.
Your documents are stored in the portal's Document Exchange.
- Log in to the Investment Portal.
- Select your program.
- On the Account Summary page, click the Documents button.
- Use the tabs to filter by document type, and the year filter to view a specific year.
What you'll receive and when
|
Report type |
Frequency |
Delivery |
|---|---|---|
|
Performance reports |
Quarterly |
Portal + email notification |
|
Tax documents (K-1 / 1099) |
Annually |
Portal |
|
General updates |
As needed |
Portal + email notification |
Documents we recommend saving
- Private Placement Memorandum or subscription documents
- Tax documents (when available)
- Earning statements
- Quarterly correspondence