Managers now have the ability to make changes to both an entity's account information and the entity information tied to those accounts. This includes:
The accounts name of record (listed on generated documents)
The legal name of the entity
The entity type
The tax classification
Details pertaining to where and when the entity was registered
The entity's EIN
The entity's email
The entity's 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 Entity’s Account Information:
Click Accounts from your manager dashboard
Locate and click on the account that needs to be updated
Click Edit on the Entity information card
Update the necessary details
Click Save
Updating an Entity’s 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
