In this article, we'll step through how you can review and update your existing investing entity settings.
Accessing Investing Entity Settings
Go to the Investor portal.
Click the investing entity name next to the user Icon.
Select Investing entity settings
Details
In this tab, you can review and update certain details based on the entity type. Please note that some fields may require amendments through your fund manager.
Accounts
Here you have visibility over the accounts associated with your investing entity.
Bank Accounts
In this tab you can review, edit or add bank accounts.
Distributions
In this tab, you can manage which bank accounts distributions are allocated to for each of your investing entities.
Certificates
In this tab, download/upload the wholesale investor certificate or review existing ones.
Pro tip: Use nicknames for clarity if you have multiple bank accounts.