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Accessing Your Documents

How to find, view, and download your investment documents in the Investor Portal

Fahim Kaidawala avatar
Written by Fahim Kaidawala
Updated over 4 months ago

You can access and download all documents related to your investments directly from the Documents tab in the Investor Portal. Follow the steps below to view or save your documents.


Step 1: Go to the Documents Tab

  • Log in to the Investor Portal

  • Click Documents in the top navigation.


Step 2: Use Filters

  • Use the filters at the top of the Documents page to sort by fund and document category

  • This helps you quickly locate the document you need


Step 3: View or Download Documents

  • To view a document, click View next to the file

  • Once the document opens, click the download icon in the top-right corner to save it to your device


If you have any questions or need help at any stage, please contact your fund manager for support.

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