Everything you sign or receive is designed to live in one place — the document vault attached to your account:
What’s kept
- Agreements — your account agreement and every consent you gave, with dates.
- Transaction records — commitments, confirmations, and settlement records per position.
- Offering documents — the diligence set for each offering you engaged with, preserved as it was when you decided.
- Statements and tax forms — see tax documents.
Preservation matters more than convenience: the record of what you were shown when you decided is the record that protects you later. See the document vault.
InvestNow is a demonstration experience and is not accepting accounts or transactions. InvestNow is not an investment adviser and does not recommend investments. This article describes how the platform is designed to work.