Managers can now make changes to the account information, trust information, and authorized signer details associated with trust accounts. This includes:
Account name
Legal name of the Trust
Trust type (revocable or irrevocable)
The SSN/ITIN for the Trust
Trust creation details (Date of Trust, State where organized)
Trust email
Trust mailing and primary addresses
Add or change the authorized signer for the Trust
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 Trust Account Information:
Click Accounts from your manager dashboard
Locate and click on the account that needs to be updated
Click Edit on the Trust information card
Update the necessary details
Click Save
Updating the Name of Record for a Trust Account (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
Updating the Authorized Signer:
Click Accounts from your manager dashboard
Locate and click on the account that needs to be updated
Click Edit on the Authorized signer card
Search for the authorized signer by name or account number (M#)
Click Save
