Investment Details Page: Documents Tab

From the Investments page, you can click on the Fund name to view all related information organized in tabbed format. The Documents tab includes all related documents you have access to. Use the available search and filters to locate a specific document and download as needed.

NOTE:

Read-only documents are indicated with a lock icon and cannot be downloaded, printed or saved.
Pinned documents are indicated with a pin icon and are visible provided you have access to view them.