Managing Investors

Your selling firms facilitate investor subscriptions to your fund.

Approving/Rejecting Investors

You approve or reject investors during the subscription management process.

Searching for Investors

Using the Portal

To search for the investor entry you need to work with:

1. Go to the Investor List page.

1. Use any of the columns to filter the list of investors. (See How to Use the Filters for details.)

2. Click the column name to sort the entries alphabetically, if needed.

How to Use the Filters

You can use any columns in the Investor List page to filter the user entries displayed:

• For ID or Name, enter characters to match the content you are looking for. For example, enter A in the Name filter to find all investor names containing the letter A. Note: Wildcards are not supported.

• For Status as of Date, click the calendar icon to select a date.

• For all other columns, click the field and select the values to include. For example, to include only entries for approved investors, click the Status filter and select only Approved from the list.

Using the API

The Get Investor Details endpoint offers a subset of the query filters offered by the portal.