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Articles in this section

  • Investor Portal Login FAQ
  • Investor Dashboard Login & Tour
  • Managing Your Profile
  • How to Add An Additional Profile
  • Add Bank Account
  • Investor Password Reset
  • Portfolio Performance
  • Locating K-1s and Other Documents in the Investor Portal
  • Bulk Download Investment Documents
  • Locating Email Communications
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Bulk Download Investment Documents

Step-By-Step:

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

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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. 

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

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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.

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Related articles

  • Locating K-1s and Other Documents in the Investor Portal
  • Investor Dashboard Login & Tour
  • Investing in a New Offering
  • Locating Email Communications
  • Export Banking/Tax Information

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