Display Options

Display Options#

Configure the data fields included in your Shareholder List Report by toggling display options on or off.

Display Options Overview#

The report provides toggle options to customize the information displayed in your report:

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Display Options Section#

Display Option Descriptions

  • Include SSN - Display investor Social Security Numbers in the report.

  • Include Address Info - Show complete mailing address for each shareholder.

  • Hide Canceled Dates If Canceled Dates >= Cutoff Date - Omit cancellation dates that occur on or after the cutoff date.

  • Include Book Certificate Details - Display book certificate information in the report.

  • Include Contact Info - Show phone numbers and email addresses for investors.

For Excel Only#

These additional options are available when downloading in Excel format:

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For Excel Only Options#

Excel-Only Option Descriptions

  • Include Percentage - Display each shareholder’s ownership percentage.

  • Include Mailing Addresses - Include alternate mailing addresses if different from primary.