Investor List - Issuer

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

Exempt Edge avatar
Written by Exempt Edge
Updated over a week ago

Within your system you can pull a full Investor List. Do this by navigating to the Investor Module.
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From there, simply select "Export Investors".

This will give you an excel spreadsheet with the following headers:

  • Full Name

  • First Name

  • Middle Name

  • Last Name

  • Birthdate

  • Phone

  • Email

  • Residence Address

  • Residence Address1

  • Residence City

  • Residence Province

  • Residence Postal

  • Residence Country

  • Mail Address

  • Mail Address1

  • Mail City

  • Mail Province

  • Mail Postal

  • Mail Country

  • Sin/Bin

  • Advisor

  • EMD


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