Can I share account information with advisors or other third-parties?

Yes. If you would like advisors or other third parties to receive copies of all uploaded documents via email, you may add additional recipients by clicking on the Manage Email Recipients hyperlink. Simply type the recipient's email address in the box provided and click the Add CC button. You may also delete secondary recipients by clicking on the Remove CC link directly to the right of the recipient's address. It is important to note that secondary recipients added in this fashion will not be able to log into to retrieve copies of historical documents. These users will only receive documents via email. If you would like an advisor or other third party to have a full profile with login capabilities, please contact your fund manager. Note that while the Web site cannot be used to withdraw or transfer funds, it does contain confidential personal information. By allowing access to others, the investor is accepting responsibility for any improper disclosure that may occur.

GDPR/CCPA COMPLIANCE STATEMENT: does not set any analytics, performance or advertising cookies. Only your login status is saved for the duration of your visit, as necessary for this site to function.