How do I access my Investor List

The investor list allows you to view all of your investors, their status, personal information and holdings on one screen.

Navigate to Dashboard --> Investors--> Investor list.

 

It is at this screen that you can Qualify your investors. You can also filter by Status, Type, Investor Name, Email and sort by Balance.

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You can then export the entire list or filter them by Status, Type,Email, OnchainID, and Wallet. You can also export a  custom list via CSV.