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Manager Platform Guide - How do I edit an investment entity?
Manager Platform Guide - How do I edit an investment entity?

You can update the basic information for an investment entity from the Investment Entity page

Joni Reeves avatar
Written by Joni Reeves
Updated over a week ago

You can edit the Investment Entity if you need to update the details. You may make these changes at the same time you create or update an offering or you can revise the investment entity directly.

=> 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 Edit to update the entity details.

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.

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