Entities
This section explains how to view and update legal entities (i.e. companies or trusts) that you have added to your Investor Profile.
Managing Your Legal Entities
Login to your Investor Dashboard, then select "Investor Profile" from the left-hand navigation menu. Next select the Entities tab.
If you have more than one entity, click on the specific entity whose details you want to view or update.
Information You Can Update
• Company name • Contact name • Email • Phone • Year of Formation • Tax ID Number • Business Registration Number • Legal Address (street address, city, state, postal code, country, etc.)
Saving Your Changes
After making your updates, scroll to the bottom of the page and click the Update Information button. Your edits will not be applied unless you take this step.
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