How Do I Update an Investor's Address or Tax ID?

Open the investor, click More Actions, then Edit Profile. You need permission to edit investor records.

Steps

1. Open the investor from Investors. Or open the Actions menu on their row and click Edit Investor.
2. Change what you need:
   • Contact Details: First Name, Last Name, Email Address, Phone Number, Investor Type, and Company, Trust, or Account Name.
   • Mailing Address: street, unit, city, state, ZIP, and Country.
   • Tax and Identity: Date of Birth, Gender, Tax ID Type, and SSN or EIN.
   • Relationship: Relationship Status, Investment Interests, and Profile Notes.
3. Click Save.

The saved details show in the Investor Profile panel on their page.

Tax IDs

• Enter all nine digits in SSN or EIN. Leave it blank to keep the saved one.
• Saved tax IDs are encrypted. You only see the last four digits.
• To clear one, check Remove Saved Tax ID.

Good to Know

• This changes the investor's profile, not the legal details on an investing account.
• Custom fields, tags, and groups are edited on the investor's page, not in this window.
• Beneficiaries and statement recipients are under each investing account. See How Do I Add Statement Recipients or Beneficiaries for an Investor?
• If someone else saved the investor while you were editing, you are asked to reload first.
• To change an email address, see How Do I Change an Investor's Email Address?