Within your system, you can pull a full Investor List. Do this by navigating to the Investor Module.
From there, simply select "Export Investors". Your export will be queued to generate and can be found in the Reports Exports Tab.
This will give you an excel spreadsheet with the following headers:
Investor Status (Active / Inactive) |
Investor Type (Individual / Corporate) |
Portal Activation (Pending / Activated / Inactive) |
2FA Status (Active) |
First Name |
Middle Name |
Last Name |
Corporate Name |
Corporate Contact Name |
Birth Date (Y-m-d) |
Phone |
Residential Address |
Residential Address 1 |
Residential City |
Residential Province |
Residential Postal |
Residential Country |
Mailing Address |
Mailing Address 1 |
Mailing City |
Mailing Province |
Mailing Postal |
Mailing Country |
Citizenship |
Dual Citizenship |
Sin/Bin |
Owning Advisor |
EMD |
Statement Frequency (Quarterly / Monthly / No Generate) |
Communication Preference (Email / Print) |
External Identifier |
Investor Language (French / English) |
Deceased |
Vulnerable Person |
Exemption |
Created Date |
Do Not Contact |
Escalation |
ID Type |
ID Expiry |
Linked Investors |
KYC Active Date |
KYC Expiry Date |
KYC Out of Range Date |