Within your system you can pull a full Investor list. 

  1. Do this by navigating to the Investor module. 

2. From there, simply select the green Export Investors button on the right hand side.

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

  • User Account (This will indicate if they have activated their portal or not)
  • 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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