The Investor Portal gives you a centralized and well-organized repository of documents, data, and other important fund information. With real-time updates and notifications, eliminating the hassle of email distribution lists and cluttered folders.

Since these aren’t public facing documents, we’ve added an extra layer of security. You'll be asked to create a specific password to access the Investor Portal in just a few clicks.

In the Investor Portal, navigate to the Funds page. There you'll find the All Funds view, listing all iConnections fund members. Utilize this section to search by fund name and apply filters, helping you find and request access to the funds that align with your interests.

Once you find the fund you're looking for, request access to view their documents (in case they haven't yet shared their repository with you). Note that these documents become visible only after the manager approves your access.

Once you've gained access to a fund's documents, downloading them is simple. Just visit the fund's page, select the document you need, and click to download it directly to your device.

The Funds page provides tools to organize your preferred funds. In the My Funds section, you can view all of the funds you have access to. Utilize My Investments and My Watchlist to track funds of interest and monitor your current investments. Additionally, the My Tracker groups that you created for events in the main portal help you easily target the same groups of funds here in the Investor Portal.