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K-1 Consultations Made Easy: A Step-by-Step Guide for Individual Investors
K-1 Consultations Made Easy: A Step-by-Step Guide for Individual Investors

Helping you through K-1 consultation process

Adalberto Garcia avatar
Written by Adalberto Garcia
Updated over a week ago

Welcome to Clockwork Universe. If you're reading this, you may be embarking on a new journey with us. We hope you enjoy your stay, and please know that our team is here to help you reach your private investment goals at every turn. This guide provides details on how to access and consult your K-1s once they have been shared to the platfrom.

If you don't have an account with us yet, you will receive an email invitation to set up your account.

Once you receive the email, follow the next steps to create a user and complete your sign up process:

  • Click on Confirm my email, this will redirect you to a new window where you can continue your sign up process.

  • You can sign up using your email by clicking the Continue button or sign up using Google by clicking the Sign up with Google button.

  • Fill in the form information.

  • Once the information is completed, you will be redirected to the Clockwork Universe landing page.

🚧 Please Note: For security reasons, the invitation emails to the platform are tokenized. You have up to two weeks after receiving the email to sign up. If you don't sign up within this period, you'll need to request a new email.

On Clockwork Universe's main menu , you will be able to access the shared information, such as K-1 forms. Additionally, you can create portfolios. For detailed instructions on portfolio creation, please refer to the 'Create and Manage Investment Portfolios' article.

On the left-hand side, navigate to 'Files.' By selecting this option, the K-1s shared with you will appear.

You can download your K-1s to your computer by clicking the three dots in the upper-right corner of each document and selecting the Download option.

If you need further assistance, please reach out to our team at, or through our Intercom chat and we'll be happy to guide you through the K-1 consultation process.

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