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Locating K-1s and Other Documents in the Investor Portal

The Dashboard tab will contain investment information for each profile associated with your account. If you have more than one profile associated with your account, your dashboard will default to All Profiles (see arrow below). Click the All Profiles dropdown at the top to view additional profiles.

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The Documents tab will house documents associated with the selected profile(s). You can search or filter documents by profile, project, date range, and folder with the options to the left column. If your K- 1 is available, it will be located in the “Tax Documents” folder. Click on the desired K-1 and your document will download or open in a new tab. Save or print from there.


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