Wire Instructions Report

Using the Wire Instructions Report, a user can export all wire instructions for a specific Investor or all Investor wire instructions under a specific Investing Entity.

Steps

1. In the navigation bar, click Reports.
2. Click the tile that says ‘Wire Instructions’.
3. To retrieve all wire instructions for a specific Investor, select the Investor in the Investors dropdown.
4. To retrieve all Investor wire instructions within a specific Investing Entity, select the Investing Entity in the Investing Entity dropdown. 
5. The results will load as the filters are selected.
6. For more account information, click the dropdown arrow on the right side of a particular row.
7. The results can be exported as a CSV file by clicking ‘Export’.
8. To reset the report, click ‘Clear Filters’.