What are the key features of the Investor Portal?

1. Subscribing to Funds

Complete your subscription documents electronically for a streamlined investment process.

2. Viewing account balances and positions

Track your investments and monitor fund performance.

3. Accessing tax documentation

Find all of your tax and investment documents in one convenient location.

4. Managing contact preferences

Update your account contacts and adjust other account settings as needed.

5. Contacting Investor Services

Send secure messages directly through the portal for assistance.