Preserve relevant records already received, their dates and enough context to connect them to your investment. Confirm how to request any missing historical material. A portal account grants a licence to view; it is not custody of anything. Access can be suspended, an administrator can leave, a platform can be retired, and each of those removes a screen rather than a document — which is the whole reason a copy held by the investor is worth more than a link.
Make the transition traceable
Keep explanations of revised reports and material differences rather than silently replacing the old file. A platform migration should not be treated as proof that historical investment or job evidence can no longer be obtained. Keep an independent set, organised by what each item proves rather than by the date it arrived.
The executed subscription and operating agreements with every amendment; receipts and transfer confirmations for each contribution, showing payer, payee and purpose; tax reporting issued to the investor; job-creation reports together with the methodology behind them; and correspondence recording what was requested and when. Before a platform is retired, ask in writing for an export of the full history and for the retention period the project will apply afterwards, then check that what arrives matches what was described. A migration explained after the fact is harder to reconcile than one documented while both systems still hold the same records.