Table: Investors List#
The Table: Investors List table provides a comprehensive overview of all Item: Investors in the system.
Columns: Investors List Table#
The Column: Columns for the Table: Investors List table can be found at the top of the table:
Investors List, Table Column Headers#
Column: Account ID - Unique number assigned to each investor account.
Column: Investor Name - Full legal name of the investor associated with the account.
Column: Action - List of tasks you can perform on this investor record.
Available Actions#
The Column: Action column provides the following operations:
Action: View Investor Details - View detailed information about the investor
Investors List, Action Column Location#