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Investor Resources
Investor Resources
Investor Resources
Discover everything you need to know to get started as an investor on the platform.
How to add bank accounts for Distributions
Investments
Your Guide to Investing Through the Portal
How to Generate and Download Automated Fair Market Value Letters
How to Fund Investments via ACH Through the Portal
How to Find Your Investment and K-1 Documents on the Investor Portal
How to Create Investment Pools and Pool Capital with Your Network
Account Management
Grant Portal Access to Other People
How to Maximize the Security of Your Account
How to View Activity Logs to Track Changes Made to Your Account
