To duplicate an investor:
- Go to Investors and click on All investors.
- Select the investors you want to duplicate and go to Actions and click on Duplicate investor from the dropdown.
- Select the Issuer and Security class to where you want to duplicate the investor to.
- Click Duplicate investors.
- You will be directed to the Background task list. Once the background task is complete, the investors have been duplicated.
- You can now issue securities to the duplicated investors.