How to update disregarded entity information

Disregarded entity information is used to issue tax documents properly for your fund investment.

  1. On the left hand side bar click on account settings > settings

  1. Go to the Profile tab.

  1. Scroll to the Beneficial Owner section.

  1. Click Edit and select if this is a disregarded entity. If yes, fill in the name of the beneficial owner and their tax ID.

  1. Confirm your information is now correct on the Profile tab.