How do I edit my Investment/Profile Information?

This guide will help show you how to edit your investment.


Edit Your Subscription Amount
Within the main page of your deal, you can edit your investment with the following

  1. This will bring you back to your investment screen to update your subscription amount


Edit Your Profile Information

  1. If you realize that you have made a mistake while creating your profile you have the option of correcting that information with the following guide
    1. In the top right corner of your main investment page, select “Settings>Profiles”
    2. You will be brought to a page with listed profiles used tied to your account. Select the pencil next to the profile you would like to edit
    3. This will pop out on the profile creation page when you initially created your profile
    4. Once updated, navigate back to your deal page by selecting “Investments” in the top right corner

      1. This will bring you to your investments page where you will go into the deal you wish to apply the updated information
      2. Select the Deal and the on the main page select the “Edit Investments” drop-down, then the “Update Deal Documents”
      3. This will bring you back to your generate/signature page
      4. Once the new changes have been made to the documents and generated. You will need to sign and accept the signature to apply.