You can edit the Investment Entity if you created it with placeholder data and are ready to update the details with the legal entity information or if you simply need to make an update. You may make these changes at the same time you update an offering or you can revise the investment entity directly from the main menu.

=> Select Menu from the Home Dashboard

=> Then select Investment Entities

=> Click on the Investment Entity you want to update

This is the overview page for the Investment Entity where you can initiate actions for the entity. Click on More Actions and then Settings to edit the entity basics.

The basic information for this Investment Entity is displayed and you can revise as needed.

Make sure to click Save.

This is also where you have an option to deactivate the Investment Entity, but that is only possible if there are no investments associated with the entity.

Related Materials

Support Information

If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact

Did this answer your question?