You can view and manage all of your investor's accounts from the Accounts page in the manager dashboard
Written by Aidee Barron
Updated over a week ago

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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