How to View Investor’s Funding History

  1. In the Main Navigation Menu select Investor Info
  2. Select Funding History
  3. Search by Institution Name and/or Agent from drop down lists or Search by ID, Name (Investor), choose type of funding from drop down list (Deposits & Withdrawals, Withdrawals Only, Deposits Only), select Date Range and then click Refresh Icon
  4. Use Quick Search to narrow your search
  5. To export to Excel, click on Excel Icon 
  6. To show or hide columns, click on the Column Selector Icon
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