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How to export a list of shareholders' email addresses

Download the 'Shareholder Overview' report to view a list of email addresses and other useful information

Navigate to the 'Shares' tab within the 'Ownership' section of the platform. Select 'Export' and then select the 'Shareholder Overview' report to download.

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If any of your data is in draft status, please ensure you select 'Include drafts?' otherwise those entries will not be included in the report.

Within the order report window you can also choose to include convertible note holders and ceased shareholders. Amend the 'As of' date to generate the list from a certain point in time. Once finished, selecting 'Order' will generate the report and email it directly to your inbox.

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The email you receive will look similar to the below example. You will need to select 'Download' to access the file.

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The report will open in excel format and you can find the contact email addresses in column 'H'.

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If you need further assistance, you can reach out to us by submitting a support ticket.