An account is the investment vehicle used by your investors to subscribe to your investments and purchase securities.
You can manage or view many details pertaining to your investor's accounts via the Accounts menu, including:
A list of active investors and account types
Investor contact details
View total contributions and number of investments
View account ownership details
View or download investment documents
Accreditation and identify verification statuses
Investor transaction history
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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