This article will guide you through the steps on updating your investor information in the portal.
Sometimes updates need to be made to your Investor Profile, such as changes in a mailing address or phone number. Follow the below instructions to update your Investor Profile to ensure that all future investment information will contain your most updated details.
- Once you are logged into your portal, select Investor Profiles on the left menu under Account.
- Select the appropriate Investor Profile that you would like to edit by clicking Edit/View. NOTE: Each yellow card represents an investment vehicle.
- Click to any section that you would like to update in your Investor Profile from the menu on the left and make the necessary updates.
- Once you update an item in your Investor Profile, it'll automatically save by showing a green check mark that say Saved. It'll flash once to confirm that the information has been automatically saved:
For further questions or assistance, please reach out to support@verivest.com.