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Displaying Lists of Investor Transactions or Holdings (End User)

End users can view lists of transactions associated with an investor.

To display a list of transactions by investor

1. Navigate to the Companies screen > Companies List view.
2. In the Companies list, drill down on the investor for which you want to display transactions.
3. Click the Investor Profile view tab.
4. Scroll down to the All Transactions as Investor list to review the transaction history.

To display a list of holdings by investor

1. Navigate to the Companies screen > Companies List view.
2. In the Companies list, drill down on the investor for which you want to display holdings.
3. Click the External Holdings view tab.

End users can also enter holdings information in the External Holdings view.