Documentation Index

Fetch the complete documentation index at: https://support.lusid.com/llms.txt

Use this file to discover all available pages before exploring further.

Transfer Agency

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This doc set is under construction.

LUSID gives you full oversight of investor activity, enabling you to onboard investors, manage the order lifecycle, control subscription and redemption accounts, calculate and process fees, and provide regulatory reports to stakeholders. Investor data model.

Providing you have appropriate permissions, you can manage investors using the LUSID web app:

Alternatively, you can manage investors programmatically.