The Investor Account Export can be generated from the Reports Module.

From the Reports Module, simply select Investor Account Export from the "Choose Report Export Type" drop-down menu.

Next, you can filter your results by date range and click "Export." Your report will be viewable in the Report Exports tab. It may take a few minutes to generate the full report. You'll still be able to download the CSV file during this process even if all the information hasn't been added yet.

Headers found in the Investor Accounts Export:

First Name

Last Name

Company Name

Contact First Name

Contact Last Name

Address

Address 1

City

Postal

Province

Country

Account Institution

Account Type

Account Number

External Reference #

Responsible

Joint First Name

Joint Last Name

Payment Method

Instruction Payment (relates to EFT Payments when the Payments Module is enabled)

EFT Institution (relates to EFT Payments when the Payments Module is enabled)

EFT Transit (relates to EFT Payments when the Payments Module is enabled)

EFT Account (relates to EFT Payments when the Payments Module is enabled)

Swift Code (relates to EFT Payments when the Payments Module is enabled)

Financial Institution (relates to Wire Payments when the Payments Module is enabled)

Account Legal Name (relates to Wire Payments when the Payments Module is enabled)

Financial Institution Phone (relates to Wire Payments when the Payments Module is enabled)

Financial Institution Address (relates to Wire Payments when the Payments Module is enabled)

Financial Institution City (relates to Wire Payments when the Payments Module is enabled)

Financial Institution Postal (relates to Wire Payments when the Payments Module is enabled)

Financial Institution Province (relates to Wire Payments when the Payments Module is enabled)

Financial Institution Country (relates to Wire Payments when the Payments Module is enabled)

Withholding Tax

Active

Account Unique Identifier

Purpose Of Account