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  3. Investor Support

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Articles in this section

  • Investor Dashboard Login & Tour
  • Managing Your Profile
  • Add Bank Account
  • Portfolio Performance
  • Locating Email Communications
  • Locating K-1s and Other Documents in the Investor Portal
  • Bulk Download Investment Documents
  • Investing in a New Offering
  • Verify Investor Walkthrough
  • Investor Password Reset

Locating Email Communications

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

Step 1: Click the Login button at the top right or in the center of the screen.

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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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Step 3: Click the Communications tab at the top of your screen.

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Step 4: Simply scroll through the list of emails or use the search bar to search for specific subject lines or senders. Click on the email to see a preview on the right hand side. 

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** Note - emails that have not been viewed yet will have a colored accent bar next to the email. 

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