Investors Report

The Investors report can be filtered by Investing Entity and will return the details of Investors under that Investing Entity including address, TIN, GIIN, bulk upload code, and wire instructions. 

Steps

1. In the navigation bar, click Reports.
2. Click the tile that says ‘Investors.
3. Under ‘Investing Entity, search or scroll to select an Investing Entity.
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’.