An account is the investment vehicle used by your investors to subscribe to your investments and purchase securities.

You can manage your investor's accounts via the Accounts menu, including:

  • A list of active investors and account types

  • Assign and sort by Account Tags

  • View total contributions and number of investments

  • Accreditation and identify verification statuses.

Clicking down into an investor record will allow you to drill down into their Account details, including investments, transactions, distribution preferences and documents.

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