How Do I Add Statement Recipients or Beneficiaries for an Investor?

Each investing account has preferences for who gets statements and who is named as a beneficiary. Edit them from the investor's profile.

Steps

1. Open the investor from Investors.
2. Scroll to the panel named after the investing account.
3. Click Edit Preferences.
4. Check or uncheck Send Statements to Account Users.
5. Under Additional Statement Recipients, click Add Recipient and enter a Name and Email.
6. Under Beneficiaries, click Add Beneficiary. Enter the Name, Relationship, Tier (Primary or Contingent), and Allocation. Contact details and SSN or EIN are optional.
7. Check I Approve These Recipients and Beneficiary Records.
8. Save.

You see Account preferences saved.

Good to know

• Extra recipients get PDF copies of statements by email. They do not get portal access.
• Beneficiary records are administrative only. They do not change who owns the investment or transfer anything.
• Each tier you use must add up to 100%.
• You can add up to 10 recipients and 20 beneficiaries per account.
• A saved tax ID shows only its last four digits. Leave the field blank to keep it, or check Clear Saved Tax ID to remove it.
• Statement Delivery shows Enabled or Disabled so you can see at a glance whether account users get statements.
• Edit Preferences only appears if you are allowed to edit this account.
• Investors can manage the same settings themselves. See How Do I Manage Statements, Beneficiaries, and Tax Forms?
• See also How Do I Send Investor Statements?

Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.