View Investor Details

View Investor Details#

The View Investor Details action allows you to access detailed information about an investor.

How to View Investor Details#

  1. In the Investors Table, locate the investor whose details you want to view.

  2. Click the View Investor Details icon located in the Action column for that investor.

    ../../../_images/investor-list-table-action-column-location.jpeg

    Investors List, View Action Location#

  3. The system will navigate to the investor’s detailed information page.