Downloading Investment Documents

At any time, you can access and download any of your completed investment documents on the Canopy platform

Through Canopy you can view or download your investor documents anytime.

1. Navigate to the "Documents" tab.

Go to the "Documents" tab

2. Navigate to the document you would like to preview and download. 

Click the "Preview/Download" button
Delete

Tip

Easily navigate through your documents by filtering by document type or search for a specific investment opportunity name on the side panel:


3. To download a copy of your document, click on the cloud button in the top right of the pop-up preview window. 

Click on the cloud download button in the top right to save a copy to your computer

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