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How do I change a shareholder email address?
Alison Perkins avatar
Written by Alison Perkins
Updated over a month ago

The steps for changing a shareholder email address are different if you are a shareholder changing your own email, or a company administrator changing a shareholder email.


Shareholders can change their own email address in Orchestra, instructions are in this separate article linked here.

If you are a company administrator and a shareholder has asked you to update their email address, follow the below steps in order 1-4:

  1. On your company Shareholders page, click the 'Actions' icon (3 vertical dots) next to the shareholder you wish to edit.

  2. Select 'Edit entity' from the dropdown menu.

  3. Change the email address in the 'Entity contact / communication email' field near the top of the form. Click the 'Save' button at the bottom of the form.

  4. An automated email invitation will be sent to the shareholder's new email address for them to get started.

Please note that as a company administrator you can only can update a shareholder email address if they have a holding in your company only.
โ€‹Why can't I change the address or email on a shareholder?

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