Once the investments are linked, your Arch team will schedule a call to review the Arch portal and answer any remaining questions you may have. This call will consist of a portal demo using your investment data to ensure you are fully comfortable navigating the portal.
As a reminder during linking, Arch will initially pull in the most recent account statement and any subsequent cash flows along with the applicable year's tax documents for all holdings administered through an investor portal. For investments administered through email distribution only, Arch will pull in all communications on a go-forward basis once added to the distribution list.