Skip to main content

Accessing your documents

Conveniently access and export all your investment-related documents by following these steps.

Rukhsar Keshwani avatar
Written by Rukhsar Keshwani
Updated over 8 months ago

As an investor, you are able to view and download all documents related to your investments from the Documents tab in the Investor Portal.

Navigate to Documents: Inside the Investor portal, click on "Documents" in the top navigation.

Use Filters: Find filters at the top of the Documents list page for sorting by fund and/or category of document.

View or Download Documents: To view a document, click the "View" button located to the right of each document. Once the document opens, you can download it by clicking the download icon in the top right corner. It should look something like the below:

Did this answer your question?