Updating Your Investor Profile

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. 

  1. Once you are logged into your portal, select Investor Profiles on the left menu under Account.
  2. Select the appropriate Investor Profile that you would like to edit by clicking Edit/View. NOTE: Each yellow card represents an investment vehicle.
  3. 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.
  4. 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.