Investing Entities Report

The Investing Entity report allows users to export a list of all of the Investing Entities under an Investment Advisor. The report can be filtered by Investment Advisor and returns a list of Investing Entities and their Bulk Upload Codes. 

Steps

1. In the navigation bar, click Reports.
2. Click the tile that says ‘Investing Entities’.
3. Under ‘Investment Advisor’, search or scroll to select an Investment Advisor.
4. If desired, remove any columns from the results by selecting the column names under ‘Hidden Columns’.
5. The results will load as the filters are selected.
6. The results can be exported as a CSV file by clicking ‘Export’.
7. To reset the report, click ‘Clear Filters’.