Within your system you can pull a full Investor List. Do this by navigating to the Investor Module.

From there, simply select "Export Investors".

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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