Logo
Sign in
  1. IMS Help Center
  2. Additional Resources
  3. Investor Support

Menu

Articles in this section

  • Investor Portal Login FAQ
  • Investor Dashboard Login & Tour
  • Managing Your Profile
  • How to Update/Add Additional Investor Profiles
  • Add Bank Account
  • Investor Password Reset
  • Portfolio Performance
  • Locating K-1s and Other Documents in the Investor Portal
  • Bulk Download Investment Documents
  • Upload Documents through the Investor Portal
See more

Bulk Download Investment Documents

Step-By-Step:

1. Log in to the Investor Portal. Navigate to the Documents drop-down, and select Documents. 

docs.png

2. Use the filtering options to narrow down which documents you'd like to download. If you'd like to download ALL documents then you can skip this step. 

bulk.png

3. Select checkboxes by the documents you wish to download in bulk or select the top checkbox to select all documents. Then select the download icon. 

bulk 2.png

If you have less than 25 documents selected to download, a download folder will appear in your downloads bar. If you have more than 25 documents selected to download, you will receive an email with a secure download link to download your documents. 

 

4. Your document zip file will be located in your computer's 'Downloads' folder. Navigating to this folder will be slightly different depending on the type of computer and browser you are using. (See below for a few examples.) After locating the folder, double-click the icon to open it. Once opened, your documents will appear.

Windows

Screenshot 2023-11-02 123131.png

Mac

2020-08-11_09-03-14.png

Return to top

Related articles

  • Upload Documents through the Investor Portal
  • Global Documents
  • Investor Portal Metrics Export
  • Investor Dashboard Login & Tour
  • Portfolio Performance

Copyright © IMS Help Center. All rights reserved.

Zendesk Theme Designed by Diziana