Investor Support
Help with signing in, investment accounts and downloading documents.
Signing in
I haven't received my sign-in email
Use the email address registered with PHILLIPS. Check your spam or junk folder for PHILLIPS Investor Portal. Delivery may take a few minutes; repeated requests can be limited. You do not need a portal password or a Google account.
Go to sign-inMy link has expired or doesn't open
Request a new sign-in email and use the most recent link. Each link works once. If your email app cannot open the link, copy the one-time code from that email into the sign-in page.
Sign in with a link or code →Accounts and documents
Where do I find my K-1?
Open Documents and select Tax documents. Choose the investment account, investment and tax year, then Apply filters. You can preview or download a PDF. A revised K-1 replaces the previous version in your current document list.
View Tax DocumentsI have more than one investment account
Open the profile menu at the top of the portal to choose a legal investment account or All Profiles. Manage Profiles lists the accounts assigned to your login. An investment account may represent an individual, trust or entity.
Manage Profiles →An investment or document is missing
Check the selected investment account, then clear the document filters. Historical investments remain available in My Portfolio. If a record is still missing, contact PHILLIPS with the investment name and document year. Account ownership and access changes require staff review.
View My Portfolio →Can I download several documents?
Select documents in the library, then choose Download selected. You can download up to 20 PDFs together as a ZIP organized by investment, account and year.
Open Documents →Contact PHILLIPS
For this test portal, contact michael@phillips.enterprises. This opens your email app; the portal does not send a support message automatically.
Test environment: all investment records and PDFs are fictional samples.