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Investor Portal
Your Client Portal is the secure hub for your relationship with us—your access point to view current holdings and distribution history, set or update capital/distribution instructions, receive investor communications, download K-1s and other tax forms, review subscription documents, and manage IDs and bank details.
Please log in periodically to confirm your information is accurate, review updates, and complete any pending action items—this helps ensure timely K-1 delivery and uninterrupted distributions.
Navigating Your Client Portal
Please take a few minutes to watch this video tutorial. You can pause and follow along as it walks you through how to register, log in, and navigate your client portal.
Within the portal, you’ll be able to update your banking information, access important documents, and review key details about your account. It is essential that all information remains accurate and that you check the portal periodically for any updates.
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Thank you for your continued trust in Direct Source Wealth.