Viewing Investor Details from Cash Payouts

Viewing Investor Details from Cash Payouts#

Learn how to access investor information directly from the Cash Payouts table.

Overview#

The Cash Payouts List table allows you to quickly navigate to detailed investor information by clicking on investor names.

Accessing Investor Details#

To View Details About an Investor:

  1. Find the Investor column in the Cash Payouts List table.

    ../../../_images/dividend-dividends-investor-column-location.jpg

    Cash Payouts, Investor Column Location#

  2. Click on the investor name you wish to view details for.

    ../../../_images/dividend-dividends-investor-select-example.jpg

    Cash Payouts, Investor Select Example#

Navigation

Clicking an investor’s name will navigate you to their detailed investor profile page where you can view:

  • Complete investor information

  • Investment history

  • Payment records

  • Contact details

Alternative Methods#

View More Details#

You can also access detailed payout information by:

  1. Locating the Action column for the payout record.

  2. Clicking the View More icon.

    ../../../_images/cash-payouts-investor-click.jpg

    Cash Payouts, Action Click#

Information Available#

When viewing investor details from cash payouts, you can access:

Investor Profile#

  • Personal or corporate information

  • Contact details

  • Account status

  • Investment preferences

Payment History#

  • All cash payouts received

  • Payment dates and amounts

  • Payment methods

  • Transaction status