Arch has a variety of tools for large data/file uploads when setting up investments, and there are separate tools for Tax uploads. If you are looking for these tools, please reference the below Articles:
However, sometimes there is one, specific file to upload for a Holding's investment activity. If you are looking to upload one of the following documents for an investment:
Account Statement
Agreement
Capital Call
Distribution
Financial Statement
Fund Correspondence
Limited Partnership Agreement
Offering Materials (e.g. PPM, Pitch Deck)
Subscription Document
Miscellaneous Document
Follow these steps!
Navigate to the Holdings tab on the left hand side of your Arch portal
Select the individual investment name under the "Holding" column
Select the Files tab
Scroll down to the Upload Files section, and click the upload button
You can select one or multiple files to upload, add a note for later reference, and attach an As Of date. Additionally, for Account Statements, Capital Calls, and Distributions, you'll need to add financial information.
Once you upload the file, you'll be able to see it - along with previous uploads - under the Uploaded Files section.