Arch

Arch Portal & Maintenance

In this article you’ll learn how to best filter and adjust information on the Arch Portal.

Navigating the Arch Table

In this article, you’ll learn how to submit a review request on the Arch portal.

How to Request a Review of an Arch Activity

How to View Multiple Documents on a Single Activity

Learn how to view the financials of your portfolio at the point in time of your choosing

How to Set 'Financials As Of' Dates in the Holdings Tab

In this article you’ll learn how to create a new investing entity for one of your accounts.

How to Add a New Investing Entity

In this article you will learn how to save a filtered view when working on any Arch table.

How to Save a Table View

In this article, we update the recommended Internet Browser Versions for Arch

Internet Browser & Version Recommendations

In this article, you will learn how Arch protects your data with Quarantined documents

Quarantined Documents

Portal How To's

In this article, you'll learn how to assign a task in Arch.

How To Assign a Task?

In this article, you will learn how to complete Confirm Distribution Amount tasks

How to Complete a "Confirm Distribution Amount" Task

In this article you’ll learn how to complete a task on the portal.

How to Complete a Task

In this Article, you'll learn about the different Task types in Arch

What Task Types Can I Activate?

In this article, you will learn how to find who completed a specific Task in Arch

How To See Who Completed a Task

Task Management

In this article you’ll learn how to add a new holding to your Arch Portal

How to Add a New Investment

In this article you'll learn how to add an end date for a holding and learn how to view all archived holdings on your Arch Portal.

How to Add an End Date or Delete a Holding

Among other things, Asset Type categorizes your investments for the Asset Allocation pie chart on the Arch Home Page.

What Asset Allocation types are available on Arch?

In this Article, you'll learn how to add a Custom Field to your holdings

How to Add a Custom Field

In this article, you'll learn where to find the firm account email needed for Arch to receive portal access and email updates.

How to Find the Arch Email Address for Subscription Documents

In this article, you will learn how to change the name of an investment in Arch

How To Change The Name Of An Investment

In this article you will learn about Tax Only holdings and how they can be used on Arch

What is a Tax Only Holding?

In this article, you will learn what transferring a holding looks like in Arch

Transferring a Holding

Arch's articles related to investment management

Investment Management

In this article, you will learn how to upload files to a holding in Arch

How to Upload Individual Files to a Holding

In this article you'll learn how to upload a cash flow on Arch

How to Upload a Cash Flow

In this article you'll learn how to upload historical cash flows and transactions to the Arch Portal

How to Upload Historical Cash Flows

In this article you’ll learn how to upload account statements holding financial information for your holdings in Arch.

How to Upload an Account Statement

In this article, you’ll learn how to upload entity information such as Passports, W-9s, EIN registration and more for your holdings in Arch.

How to Upload Entity Specific Information

How to upload or export data and documents with the Arch portal

Data & Document Uploads

This article outlines how Arch processes Account Statements & Cash Flow Notices in foreign (non-US) currencies

How does Arch extract/convert foreign currencies to USD?

In this article, you will learn how to ensure holding financials will calculate

Why are Financial Values not Calculating?

This article clarifies which financial data points Arch extracts from Account Statements

What financial values does Arch extract from Account Statements?

In this article you will learn how to edit an Account Statement on the Arch portal.

How to Edit an Account Statement

In this article, you will learn how to manually update a holding's financial values

How to Manually Update Financial Values

How Arch calculates valuations and other frequently asked questions

Valuations

In this article, you'll learn how to upload an investment-specific or account-specific tax document to the Arch portal

How to Upload a Tax Document

This article will show you how to download a tax document from the Arch Portal

How to Download a Tax Document

This article will show you how to delete tax documents via the Arch Portal

How to Delete a Tax Document

In this article you will learn how to edit or remove and expected document on the Tax Documents page.

How to Edit an Expected Tax Document Status

In this article, you will learn how to leave notes on Tax Documents for other users to access.

How to Communicate with Other Users on the Tax Document Page

In this article, you will learn how to decipher what the numbers next to the 'Details' button on the tax documents page means.

What do the Numbers in Parentheses Mean on the Tax Documents Page?

In this article, you will learn how Arch handles tax AIV/Side Pockets

How Does Arch Handle Tax AIV/Side Pockets?

In this article, you will learn why certain Tax Documents are highlighted in blue and why others are not.

What does the Blue Highlight mean on the Tax Document page?

In this article, you will learn how to edit the display name of a specific Tax line item in Arch

How to Edit a Tax Document Name

How to interpret and use the Tax Documents page on the Arch portal

Taxes

In this article you’ll learn how to export documents and transaction information from the Arch Portal.

How to Export Documents and Transactions

In this article, you'll learn how to export csv files from the Arch portal.

How to Export CSV Files

Arch's guide to downloading & exporting data

Data & Document Downloads/Exports

In this article, you will learn how to manually edit Cash Flows in Arch

How to Edit Cash Flow Allocation Types

This article will show you how to edit the Allocation Type of your Cash Flows in bulk

How to Bulk Edit Cash Flows

Learn more about how Arch processes different types of cash flows

The Arch Transaction Guide

This article clarifies which data/information Arch extracts from Cash Flow Notices (Distributions & Capital Calls)

What is extracted from Cash Flow events (Distributions & Capital Calls)?

Cash Flows

In this article, you'll learn more about the Arch Statement Tracker page

Arch Statement Tracker

In this article, you will learn more about the expected delivery statuses on the statement tracker

Arch Statement Tracker Status Definitions

Arch's articles related to the Statement Tracker

Statement Tracker

arch.co

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.