How to access fund investment documents in your personal portfolio

After accepting a fund investment, LPs can access documents such as K-1s, capital notices, and annual reports.

To access documents for a specific holding, click into the investment, then open the Documents tab.
To view a document, click on the View document button. This will open up the document in a separate window.
You can also download documents by checking the box to the left of each one you'd like to select, then clicking Actions > Download documents

Navigate to Reports And Documents > Fund Documents
From this page, you'll be able to view all of the available documents for the fund investments you've made.
Tax documents can be viewed and downloaded by year using the dropdown filter at the top of the tax document section.