• 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)