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Issuer Edge
Issuer Edge
Here you will find helpful tips, tricks, guides and tutorials on how to utilize Issuer Edge
By Exempt
1 author
33 articles
Starting Guide
Overview - Issuer
Investor Portal Activation
Notification Settings - Issuers
Admin
Email Templates - Issuer
Create a User and Set Permissions
Zero Unit Values on Statements - Issuer
Issuer - Advisor Issuer Access Checkbox
Issuer Advisor Permission Settings
Advisor Permission Settings - Issuer Edge
EMDs
Adding a Dealer - Issuer
Investor
Investor List - Issuer
Changing Investor Account Type
Create an Investor - Issuer
Linking Investor Profiles - Issuer (Video)
Create an Account - Issuer
Issuer
Deleting a CMV - Issuer
Create an Issuer and Offering - Issuer
Advisors
Creating an Advisor - Issuer
Transactions
Creating Transactions - Issuer
Cancelling Transactions
Multi Create - DRIP
Multi Create - Income
Multi Create - Return of Capital
Multi Create - Sale of Securities
Multi Create - Redemption of Securities
Multi Create - Trailer
Statements/Confirmations
Generating Trade Confirmations & Statements (Video)
Generating Statements - Issuer
Trade Confirmations - Issuer
Remove Offering from Account Statement (With Position Cost) - Issuer
Changing Header (Intro) and Footer - Issuer
Investor Statement Delivery Preference - Issuer
Documents
Reports Module - Issuer