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.

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.