Holders section

The Holders section displays all shareholder information relating to a specific interest.  It provides the name, address, and client number of the holder(s) and provides a link to the holder’s Client Detail screen.


  1. If it is not open already, expand the Holders section by selecting the Expand icon [+] located next to the Holders heading. The name, address, and client number of the holders will display:
     
     
  2. For further information regarding the holder(s), you can link to their Client Detail screen by selecting the Document icon  located next to the holder’s name.