Investors

The Section: Investors List section provides a comprehensive view of all investors in the system.

Investors List Homepage

Overview

The Section: Investors List displays all registered investors and provides tools to search, view, and manage investor records.

Search Functionality

You can search for specific investors using the search bar at the top of the page:

Investors List, Search Bar Location

Investors Table

The Table: Investors Table displays key information about each investor in the system:

Investors List, Table Column Names

Table Columns

The Table: Investors Table contains the following columns:

• Column: Account ID - Unique identifier for each investor account

• Column: Investor Name - Full name of the investor

• Column: Action - Available actions for the investor record

Action Column

The Column: Action column allows you to perform operations on individual investor records:

Investors List, Action Column Location

Available Actions

The Column: Action column includes the following operations:

• View More Details - View and edit detailed information about the Investor