Key Steps
Access Account Settings 0:00
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Navigate to the upper right-hand corner of the screen.
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Click on the 'Account Settings' option.
View and Edit Account Information 0:10
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Review your general account information.
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To update any incorrect information (e.g., address changes), click on the edit option.
Manage Profiles 0:34
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Click on the 'Profiles' tab to view existing profiles.
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Note that profiles linked to investments cannot be deleted.
Edit Existing Profile 1:03
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Select a profile to edit.
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Update information such as registered agent address, contact info, and authorized representative.
Update Payout Method 1:24
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To change your payout method, select the option to edit.
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If necessary, enter your bank account details manually (name, routing number, account number, type).
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Alternatively, link your bank account using Plaid for a quicker process.
Linking Bank Account via Plaid 2:34
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Verify your identity if prompted.
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Select your checking account from the list of options to link it.
Save Changes 3:06
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After making updates, ensure to click 'Save' to apply changes.
Create a New Profile 3:32
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If you need to create a new profile, return to the profiles section and select the option to create a new profile.
Investor Commitment Flow 3:46
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Investors can create or select profiles during the hard commitment flow as well, providing flexibility in managing their profiles.
Cautionary Notes
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Deleting a profile linked to an investment may have ramifications; ensure to review before attempting deletion.
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Certain fields, like EIN and entity type, cannot be edited for security and compliance reasons. Please contact support if you need to update this information.
Tips for Efficiency
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Use the Plaid integration for quicker bank account linking.
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Regularly review and update your profile information to ensure accuracy.
Link to Loom
https://loom.com/share/b768b0880882461c98ca42e3d0e0e48a