As a Sponsor, you can change the details of an Investing Account by editing any of the fields listed below:
Primary Contact
Legal Account Type (e.g. Individual, LLC, Trust, IRA, etc.)
Account Name
Country of Residence
Tax ID Number
Account Address
Default Payment Type (Auto Payment, Manual: ACH, Manual: Wire, etc.)
International Account Funding Details
Step-by-Step Instructions:
STEP 1. Click on Accounts in the Portal's Main Menu:
STEP 2. Under the Accounts Tab, select the specific Account that you would like to edit from the list:
STEP 3. Click on the ellipses (three dots) located to the right of the Account Name and select Edit Details:
STEP 4. Click Save Changes to save the newly added details:
*Note: If the investor has an international Country of Residence selected and a Manual: Wire payment type, the ability to select an "intermediary bank account" option will appear, allowing sponsors to add SWIFT and IBAN account details associated with the intermediary bank account:
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