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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.

As you go through this process, if you get stuck or have any questions at all, please don’t hesitate to reach out to us. You can contact us anytime at info@DSWCommunications.com or by phone at +1 (323) 870-6090, and our team will be happy to help.
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+1 888-379-3269

Info@DirectSourceWealth.com​

150 Candelero Dr #866 - Humacao, PR 00907

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© 2025 Direct Source Wealth, Inc. | All Rights Reserved

Disclaimer: The information on this website does not constitute an offer to sell securities or a solicitation of an offer to buy securities. Further, none of the information contained on this website is a recommendation to invest in any securities.

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By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns or probability projections may not reflect actual future performance. All investments involve risk and may result in loss.

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