The Vault is your secure, centralised document storage for everything related to your investments.
What's stored?
Subscription agreements: The contracts for each investment
SPV operating agreements: The terms governing each SPV
Tax documents (K-1s, if applicable): Annual tax forms for each SPV
How to access?
To browse all documents in a single screen, navigate to Portfolio → Vault tab in the top bar.
If you are looking for specific deal documents, navigate to a deal and then open the Documents & Transactions tab.
Click any document to view or download
Security
All documents are encrypted at rest and in transit. Only you can access your documents. Wealt support cannot view them without your explicit permission