Bulk Download Investment Documents

Step-By-Step:

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

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. 

3. Select checkboxes by the documents you wish to download and then click the download icon. 

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. Locate the folder and double-click on the icon to open it. Once opened, your documents will appear.