Within your system you can pull a full Investor list.
Do this by navigating to the Investor module.
2. From there, simply select the green Export Investors button on the right hand side.
This will give you an excel spreadsheet with the following headers:
User Account (This will indicate if they have activated their portal or not)
Full Name
First Name
Middle Name
Last Name
Birthdate
Phone
Email
Residence Address
Residence Address1
Residence City
Residence Province
Residence Postal
Residence Country
Mail Address
Mail Address1
Mail City
Mail Province
Mail Postal
Mail Country
Sin/Bin
Advisor
EMD