Edit investments and amounts
Maria Vargatu avatar
Written by Maria Vargatu
Updated over a week ago

To edit investments and amounts, follow these instructions:

  • select Investors on the left of the page;

  • find the investment Account for which you wish to change the investments or amounts;

  • click on the Settings button to the right of the Account;

  • click on Edit;

  • you can change the details of the investment including the Equity Class and Amount;

  • by clicking Confirm, a new Admission Form will be generated for the investment.

    This is particularly useful if you would like to add fees to the investment amounts.

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