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Manager Platform Guide - How do I edit an Investor Account?
Manager Platform Guide - How do I edit an Investor Account?

You can edit Investor Accounts on behalf of your investors

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

Investor Accounts are the legal entities that your investors use to commit to a position in your offerings and all agreements, documentation, contributions, and distributions are associated with investor accounts. It is important that these accounts are accurate and current representations of the accounts holding the investment. While investors can easily access the Investor Portal and make their own revisions, you can update Investor Accounts on their behalf when you choose the Investor Account menu option.

To edit an Investor Account on the investor's behalf:

=> Select Menu from the Home Dashboard

=> Then select Investor Accounts

=> Click on the name of the Investor Account to edit

=> Click Settings

The page for that Investor Account is displayed showing the existing values. You can update/revise any fields that need to be changed. Click Save located at the top right of the page.

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