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  • Investor Portal Login FAQ
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  • How to Update/Add Additional Investor Profiles
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  • Portfolio Performance
  • Locating K-1s and Other Documents in the Investor Portal
  • Bulk Download Investment Documents
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Locating Email Communications

The Communications tab provides access to emails sent regarding your Investment Portfolio or Investor Portal. 

Step 1: Select one of the Login buttons (top right or in the center of the screen):

login.png


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

log_in_2.png

 

Step 3: Select the Communications tab at the top of your screen:

comm.png

 

Step 4: Scroll through the list of emails or use the search bar to search for specific subject lines or senders. Select the email to see the image preview on the right-hand side:

comm_2.png

*Note - emails yet to be viewed will have a colored accent bar next to the email. 

comm_3.png

 

 

 

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Related articles

  • Email Campaign Overview
  • Investor Profile Connections
  • Investor Portal Login FAQ
  • CRM Contact Profile Overview
  • Banking Preferences

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