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  1. IMS Help Center
  2. Investor Support

Investor Support

Help investors set up and navigate their Investor Portal

New Investor Portal

  • Add Bank Account on New Investor Portal
  • Invest in a New Offering (New Investor Portal)
  • Investor Dashboard Login & Tour (New Investor Portal)
  • Locating Email Communications
  • Locating K-1s and Other Documents in the New Investor Portal
  • 🎬 Password Troubleshooting (Investor Portal)
  • See all 7 articles

Legacy Investor Portal

  • Add Bank Account on Investor Dashboard
  • Investor Dashboard Login and Tour
  • Locating K-1s and Other Documents in the Investor Portal
  • Profile Information and Bank Accounts
  • Setting Up Your Investor Portal Account
  • Verify Investor Walkthrough
  • See all 10 articles
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