Managers now have the ability to make changes to both investor account information and the individual information tied to those accounts. This includes:
The accounts name of record
The investors email
The first and last name of the investor
Investors SSN
Investors DOB
Investors Resident status
Investors Primary and mailing addresses
Please note that most account details cannot be updated after a pledge has been created or subscription documents have been sent to the investor. If you need to modify an account that has already made a pledge or received subscription documents, please contact our Support team.
Updating An Investors individual Account Information:
Click Accounts from your manager dashboard
Locate and click on the account that needs to be updated
Click Edit on the Individual information card
Update the necessary details
Click Save
Updating an Accounts Name of Record (account name)
Click Accounts from your manager dashboard
Locate and click on the account that needs to be updated
Click Edit on the Account information card
Enter the new Account name in the field
Click Save
Need help? Contact support@verivest.com