Investor Details Tab

Investor Details Tab#

The Investor Details tab provides comprehensive information about the selected investor, including personal information, contact details, and investment preferences.

../../../../_images/investor-information-tab.jpg

Investor Details Tab Location#

Required Fields

  • Required fields are marked with a red asterisk (*) and cannot be left blank

  • Optional fields can be completed based on investor preferences

Investor Information Section#

The Investor Information section allows you to edit the investor’s personal information. It’s split into three distinct sections:

  • Investor Info

  • Primary Address

  • Mailing Address

../../../../_images/investor-information-tab.jpg

Investor Information Section Overview#

Available Information#

The Investor Details tab displays the following information categories:

Personal Information#

The Personal Information displays:

  • Full Legal Name

  • Date of Birth

  • Social Security Number/Tax ID

Primary and Mailing Address#

See Primary and Mailing Address section for details.

To Edit an Investor’s Details:

  1. Place your cursor in the field you want to edit.

Note

This section does not require you to click the Edit button.

  1. Type the changes you want to make.

  2. Click the Save Changes button at the bottom-right of the page.

Save Changes Location

The Save Changes button is located at the bottom-right corner of the Investor Details form.

Note

Some investor information may require additional verification before changes take effect.