Managing Investors
Learn how to manage investing entities, accounts, beneficial owners and tasks
By Fahim and 2 others3 authors25 articles
- Viewing Investing Entities in the Admin App
- Adding an Investing Entity on the Admin App
- Managing an Investing Entity
- How to Assign a Risk Profile Rating
- Adding an Account to an Investing Entity and Updating a Key Account
- How to Generate a Holding Statement
- Available Units
- How to Generate Individual or Bulk Investor Statements
- Statements
- How to Request a Wholesale Certificate from an Investor (Admin App)
- Creating an Account on the Admin App
- How to View Accounts
- Managing an Account
- Account and Investing Entity Notes
- How to Send a Verification Request
- How to Delete a Bank Account On the Admin Portal
- Managing Bank Accounts in the Caruso Admin Portal
- Managing Advisers, Adviser Firms, and Licensees in the Admin App