Managing Investment Profiles

How to create, edit, and manage your investment profiles

You can have multiple investment profiles for different types of investments. Here is how to manage them.

Viewing Your Profiles

Go to Settings > Investment Profiles to see all your investment profiles. Each profile shows its type (Individual, LLC, Trust, etc.), name, and current status. Click View Details on any profile to see its full detail page.

The Profile Detail Page

Each profile has a dedicated detail page showing all information, organized into sections:

Status & Completeness

A header showing profile name, type, status badge, and a completeness bar for draft profiles.

Identity

Your personal information (name, date of birth, address) — managed in account settings.

Entity / Account Details

For entity profiles: legal name, tax classification, state of incorporation, and address. For IRA/DAF: custodian or sponsor information.

Tax Information

Your tax identification details, masked for security (only the last 4 digits shown).

Creating a New Profile

Your Individual profile is created automatically from your identity information — you do not need to create it yourself. It appears in your profile list after you complete the investment flow for the first time.

For entity profiles (LLC, Corporation, Partnership, Trust, IRA, DAF):

When you invest, you can choose to create a new entity profile as part of the wizard. Select the profile type and fill in the required information. See Investment Profiles for what each type requires.

The profile types available to you depend on your tax residency. IRA and DAF profiles require a US tax identifier (SSN or ITIN).

Profile Statuses

Draft

Started but not yet complete. The completeness bar shows which fields still need to be filled in.

Pending Verification

Submitted for entity verification. Applies to LLC, Corporation, Partnership, and Trust profiles.

Verified

Verified and ready to use for investments. The standard state for active profiles.

Rejected

Verification encountered an issue. We may reach out with specific instructions.

Archived

The profile is no longer active. Your past investments using this profile are unaffected.

Locked Fields

Once you have one or more active investments under a profile, certain fields become locked to protect your in-flight transactions. Locked fields display a lock icon with a tooltip explaining why they cannot be changed.

Fields that may be locked include:

Legal name
Entity type
Tax ID (SSN or EIN)
State of incorporation
Control person details

If you need to change a locked field, please contact our support team.

Editing a Profile

Navigate to your profiles

Go to Settings > Investment Profiles.

Select the profile

Click View Details on the profile you want to edit.

Update fields

Modify the fields you need to change. Some fields may be locked if you have active investments.

Save changes

Save your changes. They take effect immediately.

Deleting a Profile

You can only delete a profile that has no active investments. If the Delete Profile button is greyed out, the profile still has active investments tied to it.

To delete a profile:

Go to Settings > Investment Profiles
Click View Details on the profile you want to delete
Scroll to the Danger Zone section at the bottom
Click Delete Profile and confirm

Common Questions

Can I have multiple profiles of the same type? Yes. For example, you can have multiple LLC profiles for different business entities.

What happens to my investments if I archive a profile? Nothing changes. Your existing investments continue as normal. Archiving only prevents the profile from being used for new investments.

Can I delete a profile? Yes — if it has no active investments. See Deleting a Profile above.

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Last updated 2 weeks ago

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