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Investor Information

The investor information data has been split into eight different fields:

  • Account Nickname- Normally takes the account name or the account number
  • Account Number- This is the unique number that is associated with each individual client account
  • Risk Tolerance- Gives the individual risk tolerance score
  • First Name and Second Name- Provides the account name
  • Email Address- Email address associated with each account
  • Account ID- Gives the ID associated with each account, each account can have more than one account ID
  • Client ID- Gives the unique ID for each client, each account has its unique client ID
Investor Information
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