The Investor Template is a part of the Import Module and is a self-serving tool that can be used to upload new investor profiles into your system.

Once the Import Module is activated you will notice a new module on the left side of your screen.

After selecting this module, you will able to click on ‘Download Templates’ and select 'Investor Template' in order to generate the Excel file that you will fill in with the information that you wish to upload.

The column headers in the template are listed below. Please note, columns with an * are mandatory fields that need to be filled out; all other columns are optional.

Advisor Rep Code*

Investor First Name*

Investor Last Name*

Investor Type*

Investor Sin

Company Name

BIN

Investor Address*

Investor City*

Investor Prov/State*

Investor Postal Code*

Investor Email*

Investor Phone

External Identifier

We have provided a more comprehensive explanation of a few of these fields below:

Advisor Rep Code*

Every advisor profile in both Issuer Edge and Dealer Edge will have a Rep Code field. Please add a value into this field in order to enter it into the Advisor Rep Code* column in the template.

Investor Type*

There are two options that can be added to this mandatory field, they are ‘Individual’ or ‘Corporate’ investor types. If you are creating a Corporate profile you can enter the contact name in the Investor First Name* and Investor Last Name* columns.

Company Name

The legal name of the corporation is entered within this field.

Investor Prov/State

You must use the full name of the Province or State - abbreviations will not be accepted.

External Identifier

Allows you to enter a value into the External Identifier field within an investor profile.

Uploading process

After the template has been filled out with all the information that you wish to add you will be able to select Upload.

*Before uploading the template you should TRIM LEADING AND FOLLOWING SPACES

Once a file is added it will automatically start the validation and uploading process. Please note, the allowable file extensions are xls, xlsx and csv. Also, the maximum file size that can be uploaded is 80MB.

Subsequently, you will be able to track the status of the upload until it is complete. Be advised that it may take several minutes to finish based on the size of the file. If there are any issues the errors will be recorded so that you can make the necessary amendments to the file before uploading it again.

Otherwise, the file will be uploaded successfully and the data will now be in your system.