--- title: Making Changes to Individual Investment Accounts description: This article explains how to make changes to individual accounts on behalf of investors including their address, email, phone number, etc. --- [Skip to content](https://support.verivest.com/knowledge/making-changes-to-individual-investment-accounts-verivest-help-center#main-content) English Show submenu for translations ![Verivest-Logo---Blue-Mark---Dark-Text.png\]](https://support.verivest.com/hs-fs/hubfs/Verivest-Logo---Blue-Mark---Dark-Text.png?height=50&name=Verivest-Logo---Blue-Mark---Dark-Text.png) Open main navigation Close main navigation - English Show submenu for translations - Go to Verivest LLC Go to Verivest LLC How-to guides and answers from the Verivest team - There are no suggestions because the search field is empty. 1. [Verivest Support Library](https://support.verivest.com/knowledge?hsLang=en) 2. [Manager Support](https://support.verivest.com/knowledge/manager-support?hsLang=en) 3. [Investor Management](https://support.verivest.com/knowledge/manager-support?hsLang=en#investor-management) # Making Changes to Individual Investment Accounts ## This article explains how to make changes to individual accounts on behalf of investors. 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 ![](https://support.verivest.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio8271913356ae87125260bebe344110479Screenshot+2023-09-10+at+5.35.28+PM-1.png) 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. ![](https://support.verivest.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio8271792512eac4e163da4b18c66223b64Screenshot+2023-09-10+at+4.46.10+PM-1.png) ### Updating An Investors individual Account Information: 1. Click **Accounts** from your manager dashboard 2. Locate and click on the account that needs to be updated 3. Click **Edit** on the **Individual information** card 4. Update the necessary details 5. Click **Save** Updating an Accounts Name of Record (account name) 1. Click **Accounts** from your manager dashboard 2. Locate and click on the account that needs to be updated 3. Click **Edit** on the **Account information** card 4. Enter the new **Account name** in the field 5. Click **Save** Need help? Contact [support@verivest.com](mailto:support@verivest.com) - [Manager Support](https://support.verivest.com/knowledge/manager-support?hsLang=en#main-content) - [Getting Started](https://support.verivest.com/knowledge/manager-support?hsLang=en#getting-started) - [Using the Manager Portal](https://support.verivest.com/knowledge/manager-support?hsLang=en#using-the-manager-portal) - [Investor Management](https://support.verivest.com/knowledge/manager-support?hsLang=en#investor-management) - [Managing Investments](https://support.verivest.com/knowledge/manager-support?hsLang=en#managing-investments) - [Educational Series-Webinars](https://support.verivest.com/knowledge/manager-support?hsLang=en#educational-series-webinars) - [Investor Support](https://support.verivest.com/knowledge/investor-support?hsLang=en#main-content) - [Welcome](https://support.verivest.com/knowledge/investor-support?hsLang=en#welcome) - [Understanding Your Portal](https://support.verivest.com/knowledge/investor-support?hsLang=en#understanding-your-portal) - [Managing Your Investment Accounts](https://support.verivest.com/knowledge/investor-support?hsLang=en#managing-your-investment-accounts) - [Accounting Tools](https://support.verivest.com/knowledge/accounting-tools?hsLang=en#main-content) - [Accounting Support](https://support.verivest.com/knowledge/accounting-tools?hsLang=en#accounting-support) [![Verivest-Logo-Mark-Govenor-Bay-1](https://support.verivest.com/hs-fs/hubfs/Verivest-Logo-Mark-Govenor-Bay-1.png?width=100&height=100&name=Verivest-Logo-Mark-Govenor-Bay-1.png "Verivest-Logo-Mark-Govenor-Bay-1")](http://verivest.com) Verivest LLC Help Center Copyright © 2026, Verivest