Arch refers to the process of getting added as an interested party for each investment as Linking. Arch will reach out to the fund manager for each holding with the relevant letter of authorization requesting to be added as an interested party for all communications and added to the investor portal if applicable.
Upon receipt of executed authorization documents, Arch will initiate the linking process. Using the contact information provided, Arch will send up to three automated mailers to fund managers requesting to be added as an authorized contact.
If no response is received after three mailers, your Arch onboarding team will follow up personally with each manager. Arch will follow up personally three times, after which we will request that new contact information be provided. Your Arch team will periodically provide an update on the linking progress, and may reach out with additional action items from time to time.
What step in the linking process do the statuses on Arch correspond to?
What step in the linking process do the statuses on Arch correspond to?
Once Arch receives portal access, what is initially pulled into Arch?
Once Arch receives portal access, what is initially pulled into Arch?
Arch will pull in the materials needed to get to the current financial state of the investment along with any relevant tax documents for the current tax year. This includes the most recent account statement and any cash flows that occurred after the account statement date.
Certain investments don’t use a portal, but distribute updates via email. How does Arch approach linking for these?
Certain investments don’t use a portal, but distribute updates via email. How does Arch approach linking for these?
Arch will attempt to link by being added to any source of investment updates. This includes email distribution lists, online folders, and portals.