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Investor Dashboard Login and Tour (K-1 Focus)

Investor Dashboard Login and Tour

(Updated 01/05/2018)

LOGIN

Step 1: Click the Login button at the top right.

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Step 2: Type in your email and password. Click Login. (Note the Forgot Password prompt below to use when needed).

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INVESTOR DASHBOARD

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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