Upload Documents through the Investor Portal

You can now upload documents through your Investor Portal, so your Sponsor will have access to them.  To do so, you'll first need to log into your Investor Portal, select the Documents tab from the menu along the top of the page, and then select Uploads:

Next, select the Uploads button at the top of the righthand corner of your screen:

Then, you can either Drag and Drop your file into the grey box or select the browse your files link to locate your file:

After the file has been added, the Upload Name and Profile fields will auto-populate.  You can make changes to the Upload Name, if you wish, and if the document pertains to a different investment profile, you can select that Profile from the dropdown option in this field.  You also have the option to add a description, which your Sponsor will be able to see.  If the document contains sensitive information, please check the box for that option.  Finally, you will need to check the box to acknowledge, confirm and consent before selecting Upload:

Once you select Upload, you should see a message confirming that the upload was successful, and you will see the document listed below on this page:

After you upload your document(s), you have the ability to use the Filter at the top of the page to locate specific documents.  Then to open the document(s), you can either select the blue hyperlinked name of the document or mark the check box next to the document(s) before selecting the download arrow to the right of the filter: