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How to View Accounts

Filter and manage accounts in Caruso to refine results, view details, and access key investor information with ease.

Fahim Kaidawala avatar
Written by Fahim Kaidawala
Updated over 2 weeks ago

Step 1: Access Accounts

  • In the navigation pane, select Accounts


Step 2: Use Filters

  • Use the filters at the top of the screen to refine the list of accounts displayed

  • Apply multiple filters at once to narrow down the results

  • To reset filters to their default settings, click Clear all.


Step 3: View Account Details

  • Click on a specific account to open its details page

  • From here, you can view detailed information and access management options


If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.

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