Updating Investor Profiles on Glassboard

Investors can update their profiles on Glassboard 2.0 at any time before the closing of the deal.

Investors have the ability to update or change their profile types throughout the deal cycle. There are five profile types available on Glassboard 2.0- Individual, Entity, Trust, Joint and Retirement. If the investor needs to update their profile, they can do so by logging into Glassboard, clicking into the deal tile and clicking the "Edit Investment" and "Update Deal Documents."

From there, the investor will be served a new page where they can edit their profile and their subscription amounts. The investor needs to click "Change" and they will be redirected to the page where they can create a new profile. 

Once they update their profile, they will be asked to re-confirm their subscription amount and banking information to re-generate the documents for signature. 

Once the information is populated, the "Generate Documents" will turn green.

The investor will click the "Generate Documents" button and will be prompted to re-sign the deal documents with the new Profile information.