The Search capability is a powerful tool that makes it easy to access the details you need to service your customers. By entering a keyword in the search box, you can find all contacts, investor accounts, offerings, and investment entities that match.

Find the search box at the top of the page.

When you enter a word or phrase, the Search feature will query and provide matches from multiple data sources:

  • Contacts

  • Investor Accounts

  • Investment Entities

  • Offerings

Selecting one of the results will take you to the detail page for your selection.

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Support Information

If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact

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