






How to update disregarded entity information
Disregarded entity information is used to issue tax documents properly for your fund investment.
On the left hand side bar click on account settings > settings

Go to the Profile tab.

Scroll to the Beneficial Owner section.

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

Confirm your information is now correct on the Profile tab.

