You have the ability to export a list of all the investors in your system.
Navigate to the Investors Module on the sidebar. From here, you can simply click 'Export Investors' which will export a list of all investors in your system. Alternatively, you can use the filters available (Keyword, Advisor, Investor Type, Country, Province) to customize your search parameters. The filtered search will produce a matching filtered export.
Once you have done this, your report will be available for download in the Reports/Exports Module.
Navigate to the Reports/Exports tab within the module. Once the export has finished processing, it will be available for download.
The following columns are listed in the Investor Export:
Investor Status (Active/Inactive)
Investor Type (Individual/Corporate/Joint)
Portal Activation
2FA Status
Account Owner
First Name
Middle Name
Last Name
Corporate Name
Corporate Contact Name
Birth Date
Phone
Email
Citizenship
Dual Citizenship
SIN/BIN
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
Owning Advisor
Insider (Issuer Edge only)
Registrant
Language Preference
Do Not Contact
Statement Frequency
Communication Preference
Statement Notification Preference
Trade Confirmation Notification Preference
Investor Viewable Documents Notification Preference
EE Sign Notification Preference
Deceased
Vulnerable Person
External Application Reference
Exemption
ID Type
ID Expiry
ID Number
Linked Investors
KYC Active Date (Dealer Edge only)
KYC Refresh Date (Dealer Edge only)
KYC Expiry Date (Dealer Edge only)
KYC Out of Range Date (Dealer Edge only)
KYC Compliance Approval Status (Dealer Edge only)
KYC Compliance Approval Date (Dealer Edge only)