Investment Details Page: Updated Design

NOTE: The new tabbed format design of the Investment Details Page is available to clients upon request.

From the Investments or Overview page, you can click on the Fund name to view all related information organized in tabbed format:


Overview

The Overview tab on the Investment Details page includes all related information. Investors can navigate between the tabs and cycle through the photo gallery. If any of the fund holdings have a physical address, investors can view the exact location in the Google map located below the photo gallery.

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NOTE: If the investment you are viewing is a Holding, you won't be able to see any investment documents or data unless you have investments in it.

TIP: Click on the red beacon on the map to see the name and address of the holding. Clicking on the name of the holding opens up the holding details on a separate browser tab.

NOTE: Funding Progress and Investment Request visibility is based on whether or not your administrator has made investment requests available.


Updates

The Updates tab on the Investment Details page includes all related fund updates that have been published.

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Contributions

The Contributions tab on the Investment Details page includes all contribution information related to the fund. Use the available search and filters to locate a specific contribution.

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Distributions

The Distributions tab on the Investment Details page includes all related distribution information. Use the available search and filters to locate a specific distribution.

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Financials

The Financials includes on the Investment Details page includes all related financial information. Use the available search and filters to locate specific financial information.

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Documents

The Documents tab on the Investment Details page includes all related documents you have access to. Use the available search and filters to locate a specific document.

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Holdings

The Holdings tab on the Investment Details page includes the holdings of a fund. Holdings will be visible on this tab provided they meet one or both of the criteria below:

  1. You have investments in the holding of the fund.
  2. You have been assigned view access to the fund.

TIP: For more details, refer to Fund Details: Holdings

NOTE: If the investment you are viewing is a Holding, you won't be able to see any investment documents or data unless you have investments in it.