Editing Investor Details

This section covers how to update personal information in your Investor Profile, including name, address, and accreditation status.

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Accessing Your Investor Profile Details

Go to the Details tab of your Investor Profile. From there, you can view and update your investor details.

Information You Can Update

• First and Last Name • Citizenship (United States or non-US) • Date of Birth • Phone Number • Accredited Investor Status (you may still need to provide proof of accreditation separately) • Annual Income and Net Worth (collected to meet regulatory requirements) • Physical Address (street address, city, state, postal code, country)

Changing Social Security or Taxpayer Identification Numbers

Under most circumstances, these numbers remain locked. If you do need to update your Social Security Number or Tax ID Number, please create a Support Ticket through our Support Page so our team can assist you.

ID Verification

If we can’t automatically verify your identity, you will receive a Notification to to correct your information or to upload supporting documents. You can access this through the link in your Notifications or by clicking the blue banner that appears at the top of your dashboard.

Saving Your Changes

When you’ve finished making updates, scroll to the bottom of the page and click the Save Changes button to confirm your edits. Your new details will only be applied after you take this step.