Skip to main content

How to Add a New Investing Entity

In this article you’ll learn how to create a new investing entity for one of your accounts.

Updated over 6 months ago

Steps to create a new investing entity

  1. Navigate to the Account Settings page by clicking on your name in the top right hand corner of your portal

  2. Under the heading titled Administration, select the Create Investing Entity option

  3. Once you have clicked into the option, select the Account the Investing Entity belongs to and input a name for the entity and click Create!

Did this answer your question?