Edit or Delete Investors

There may come a time when you need to make a modification to one or more investors or contacts. For example, if there has been a change to a Pension fund and one, or more contacts are no longer associated with the investment, you would want to remove them.

Typically, any investor modification is done from the investor page, however, you can also access the same information on the contact page for the related investor located under the following tabs: Contributions, Distributions, Financials.

How to Edit or Delete a Single Investor

1. Navigate to Investors from the main menu.
2. Locate the investor you want to edit or delete and click on their name.

3. On the Overview tab, click on Edit or Delete.

   

4. Once in edit mode, make the necessary changes to the Investor details.
   1. To delete the investor, click the Delete button. A popup window appears

   2. To edit an investor's contacts, scroll down to the Contacts section to locate the contact and click Edit to modify.

      

5. Once all modifications are made, click Update Investor.

How to Bulk Update Investors

1. From the Investors tab, click on the Download button and select the preferred template type: XLSX, CSV to download the template.

   

   
   
2. On the downloaded template, update the investor details you want to bulk update on the portal.
   1. Investor ID must be entered.
   2. Investor Name is mandatory
3. Click the Upload button when ready to bulk update the investors using the completed template.