Creating an Investor profile is necessary to keep track of personal information such as addresses, phone numbers, SINs etc. as well as transactions, KYCs, and other supporting documents.
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To create a new Investor profile:

1. Go to the Investor Module on the left hand side menu and click the + Investor button.

3. Fill out as much high level detail that you know about the investor and click 'Save' at the bottom right of the page.
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Once created, you can further edit details within the Investor profile under various tabs: Contacts, Accounts, KYC, Documents & Notes, Transactions, Statement History, Investor History, etc.
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We've added a video below to help demonstrate this process.

Creating an Investor Video: