Investor List - Broker Admin

View and Search Investor List

  1. In the Main Navigation Menu select Investor Info
  2. Select Investor List to view all investors
  3. Search by Agent from drop down lists or Search by ID, Name (Investor)
  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