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  1. IMS Help Center
  2. New Investor Portal
  3. Investor Support

Investor Support

  • Add Bank Account on New Investor Portal
  • Bulk Download Investment Documents (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
  • Managing Your Profile
  • Portfolio Performance
  • Verify Investor Walkthrough
  • 🎬 Password Troubleshooting (Investor Portal)
  • 🎬 New Investor Portal Tour for Investors
  • 🎬 Signing eSignature Documents (New Investor Portal)
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