Shareholder Information > Find dialog

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Use the Find window to find shareholders in the
Shareholder spreadsheet
on the
Shareholder Information window
.
On the
Shareholder Information
window, select
Edit
, then
Find
.

Fields and buttons

Find what
Enter any part of the text that you want to find.
Find by shareholder last name, first name, or SSN/EIN
You can search for shareholders in the
Shareholder spreadsheet
by last name, first name, or SSN/EIN. Select the search option, enter your search text in
Find what
, then select
Find Next
.
Find Next
After you select a search option, select
Find Next
to find the first instance of your search text, then select it again to find the next instance.

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