Investor List - Trader

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 Institution Name and/or 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
  7. Note that you can edit and add investors from this screen (For more information on how to Add & Edit watch the Add/Edit Investor Video)