How to view your alternative investments
Looking to see all of your accounts that hold alternative investments in one place? You can with the Alternative Investor Portal.
This portal, available through J.P. Morgan OnlineSM, allows you to view alternative investment positions (including key fund terms), as well as your most recent transactions.
It also allows you to manage alternative investment documents with enhanced filtering features, view alerts for action-required documents (capital calls and corporate actions), and download multiple alternative investment documents at once.
You can also access this portal to view your K1s and K1 estimates.
Here’s how to get started:
- Sign in to JPMorganOnline.com
- Select “Investments”
- Select "Positions"
- Locate and select “Alternative Investor Portal”
- Sign in to JPMorganOnline.com
- Select “Investments”
- Select "Positions"
- Select “Alternative Investor Portal”
- Select “Documents”
- Select either "Investment Documents" or "Tax Documents"
- Select the downward pointing arrow icon next to the document(s) that you would like to download
- Select where to save the document(s) on your device, when prompted
- Or: view a document without downloading it by selecting the paper icon next to the arrow and then selecting “Open as accessible PDF”
Feature availability - and the steps to access features - may vary based on profile or account type, client segment, device and/or eligibility requirements.
