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How do I edit my investor details?

How to edit my address, tax file number and beneficiary details

Victoria Tran avatar
Written by Victoria Tran
Updated over a year ago

To update your details on BOULEVARD:

  1. Click 'Edit' in the investor holdings page (Image 1).

Image 1 - Investor holdings page

2. Edit any of the following fields:

  • Tax file number

  • Address

  • Beneficiary name and ABN (for non-beneficial investors)

  • Contacts (add, edit or delete)

3. Click 'Save' (Image 2)

Image 2 - Edit investor page

Note: You cannot edit your name, investor type or beneficial owner type as an investor. To change the name of the shares to a different investor, please contact the administrator of your company.

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