How to filter the stakeholder ledger

You can filter the stakeholder ledger by Relationship, Cost center, Holdings, Tax Advisory eligibility, Notices, Address, and Date created, as well as create and save custom views.

The available filter selections are:

Relationship

Ex-Employee
Employee
Investor
Officer
None entered

Holdings

Has holdings
No holdings

Tax Advisory Eligibility

Eligible
Eligible - Add stakeholder address
Eligible - Invitation sent, pending acceptance
Ineligible - Not an employee
Ineligible - Not imported

Notices

Duplicate employee IDs
Pending termination
Complete
Incomplete

Address

By Country USA
None entered

Do you need to update information for one or multiple stakeholders?