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 related to your investors' accounts via the Accounts menu, including:

By clicking into an investor record, you can access their account details, including their investments, transactions, distribution preferences, and documents.

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