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