Exempt Edge

Here you will find helpful tips, tricks, guides and tutorials on how to utilize Issuer Edge

Issuer Edge

Overview - Issuer

Investor Portal Activation

This article highlights all of the notification setting options available to Admin users within the Issuer Edge system.

Notification Settings - Issuers

Starting Guide

Email Templates - Issuer

Create a User and Set Permissions

Zero Unit Values on Statements - Issuer

Control whether or not an Issuer and Offering are viewable to advisors that have an active portal through the Issuers system.

Issuer - Advisor Issuer Access Checkbox

Issuer Advisor Permission Settings

Advisor Permission Settings - Issuer Edge

Admin

Adding a Dealer - Issuer

EMDs

This is how you can pull a list of all your investors within your system

Investor List - Issuer

Find out how to change an Investor Account Type from a Corporate to an Individual Account and vice versa.

Changing Investor Account Type

Create an Investor - Issuer

Linking Investor Profiles - Issuer (Video)

Create an Account - Issuer

Investor

Deleting a CMV - Issuer

Create an Issuer and Offering - Issuer

Issuer

How to create an advisor or dealing representative profile in Issuer Edge.

Creating an Advisor - Issuer

Advisors

Creating Transactions - Issuer

Cancelling Transactions

How to create batch distributions in your system.

Batch Transactions - Income/DRIP (Distributions)

Batch Transactions - Return of Capital

Batch Transactions - Sale of Securities

Batch Transactions - Redemption of Securities

Batch Transactions - Trailer

Transactions

In this training session, we review best practices in creating Batch Transactions, DRIPs and Status Updates within the system.

Generating Trade Confirmations & Statements (Video)

Generating Statements - Issuer

Remove Offering from Account Statement (With Position Cost) - Issuer

Changing Header (Intro) and Footer - Issuer

Investor Statement Delivery Preference - Issuer

Statements/Confirmations

Reports Module - Issuer

Documents

Privacy Policy

Product Suite

Contact Us

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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