The Partners
Directions
If this is your first time accessing your DSP Investor Portal, you can gain access by following these instructions.
The first step is to click on the DSP Investor Portal button and click on "Forgot password?". You will receive an email which will prompt you to set up your account. If you want other users to have access to your portal (such as your accountant or CPA), please advise us and we can provide those users with their own login.
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Setting up a Password
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Once you’ve clicked “Activate Portal Now” you’ll need to set up a password to be able to login to the portal in the future. Note that strong passwords are required.
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How to Login to the Investor Portal
If you’ve already received your investor portal invitation and set up your access, you can login to your investor portal now. Simply click the link provided in the portal invitation email. You can then bookmark the link for future access.
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Trouble with Logging In
Please check spam or junk mailboxes to be sure the emails are not being filtered as such. Contact us to ensure we have the correct email on file for you.
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Forgotten Password or Username
If you forget your password, you can click the “Forgot Password” link on the login page and a reset password email will be sent to your primary email (the same email that is used for your login). If your email is unknown, contact us.
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Data Security
Data security is taken extremely seriously and there are dedicated security teams on hand who are using a cutting edge security technology stack to monitor 24/7/365. We are also compliant with Experian EI3PA standards.
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Which Internet Browsers and Devices are Supported?
We currently support the following browsers: Google Chrome (preferred), Mozilla Firefox, Safari, and Microsoft Edge. We do not support Microsoft Internet Explorer as this browser is no longer supported by Microsoft. The investor portal is viewable on any device including tablets and mobile phones with Android or iOS systems.
What You’ll See in the Investor Portal
Dashboard
The Dashboard shows a summary of all of your Investments and Investment activity. This includes a chart of your distributions, as well as a list of your current investments and any past investments (if applicable).
Tax Forms
Change the text and make it your own. Click here to begiAny tax forms (such as K-1’s) that have been shared with you will show in this tab.n editing.
Investments
Click on an Investment in the list to see a summary showing the Total Invested amount and Total Distributions for that investment. Each Investment page also shows your Position Details, any Asset Details and your recent Distributions for that investment.
Documents
Access all your investment documents shared for your investment entities. Documents are grouped by General Documents, Reporting & Statements, or Agreements.
New Offerings
This page will only appear if your investment manager has new offerings to invest in. You can review the offerings and submit interest to invest directly from your portal.
Transactions
See all the distributions you have received and contributions you have made across all your investments. Click on the distribution amount to view a breakdown of the type of distribution.