Your Investment Records, Organized
Access your investment documents, track distributions, view portfolio updates, and communicate with sponsors through your secure investor portal.
Everything You Need as an Investor
A secure portal to manage your investment records, documents, and communications with sponsors
Secure Document Access
Access your investment documents, K-1s, and reports in one secure location with role-based permissions.
Distribution Tracking
View your distribution history, payment schedules, and download statements for your records.
Portfolio Overview
See your investment records organized by property with performance updates from sponsors.
Sponsor Communications
Receive updates, announcements, and important notices directly from your investment sponsors.
Document Center
All your important investment documents organized and accessible in one secure location.
Annual tax forms ready for download
Property performance and updates
Your signed investment agreements
Detailed payment records
Financial Tracking
Track your distributions, view payment history, and monitor your investment activity.
Complete record of all payments
Upcoming distribution dates
Overview of your positions
Detailed activity log
Stay Informed
Receive timely updates from your sponsors about property performance, important announcements, and investment milestones.
Property Updates
Regular performance reports
Announcements
Important sponsor notices
Secure Messages
Direct sponsor communication
Your Secure Investment Hub
MeridianVest provides investors with a centralized platform to access all their investment information in one place.
- View your complete investment record history
- Access distribution statements and payment history
- Download tax documents and K-1s when available
- Receive updates and communications from sponsors
- Track portfolio performance and property updates
- Secure document storage with access controls
Platform Security
Your data is protected with industry-standard security measures.
Ready to Access Your Investments?
Create your investor account to access your portal.