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 related to your investors' accounts via the Accounts menu, including:
A list of investors and their account types
Viewing total contributions and number of investments
Viewing account ownership details
Viewing or downloading investment documents
Viewing investor transaction history
By clicking into an investor record, you can access their account details, including their investments, transactions, distribution preferences, and documents.
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