1. Allow holders to update their personal information
1️⃣ Go to your Settings menu, to the Permissions tab
2️⃣ Activate the option "Allow holders to edit their personal details" option
- For an individual account: in his personal space, the account contact will be able to update his personal information (phone number, email, address...) in his personal space
- For a company and investment vehicle account: in his personal space, the account contact will be able to update his personal information (phone number, email, address...) as well as the information related to the company or the investment vehicle
💡 In order for account holders to be able to update their personal information, please ensure that accesses to their accounts have been opened. How do I open account access?
2. Follow the updates made by the holders
Each time a holder changes his/her personal information, you will receive a notification in your administrator area.
To learn more, open your notification center 🔔 and click on the Information tab!
