Editing Investor Details
This section covers how to update personal information in your Investor Profile, including name, address, and accreditation status.
Last updated
This section covers how to update personal information in your Investor Profile, including name, address, and accreditation status.
Last updated
Your personal details are saved in your Investor Profile. These are used for your investments
Go to the tab of your Investor Profile. From there, you can view and update your investor details.
• 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)
Under most circumstances, these numbers remain locked. If you do need to update your Social Security Number or Tax ID Number, please through our so our team can assist you.
If we can’t automatically verify your identity, you will receive a to to correct your information or to upload supporting documents. You can access this through the link in your or by clicking the blue banner that appears at the top of your dashboard.
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.