Note: If Subscription documents have already been sent, you will need to "void" the documents in order to access the edit options, except for updating distribution preferences. Distribution preferences are always editable.
Changing Investment Accounts:
Click on Investments from your portal
Locate the pledge you need to update
Click EDIT from the account card
Enter the new account and click save (or create a new account)
Changing the investors distribution preference:
Click on Investments from your portal
Locate the pledge you need to update
Click on EDIT on the distribution preference card
Select the new preference & click update
Changing the used funding method:
Click on Investments from your portal
Locate the pledge you need to update
Click EDIT on the funding method card
Select the new funding method & click save
