Companies may store extra information for you in Orchestra, such as a bank account number for dividend payments, or an investor reward level or discount code. They will store this information in a custom field against your shareholder or stakeholder.

To view your custom field information login to Orchestra, click on your investment entity and go to your left side menu and select 'Custom fields'.

Custom fields that are greyed out are read-only. Custom fields that are white are editable by you. You may have two custom field tabs that you can move between depending on whether the company is paying dividends:

If the field is greyed out and the company is storing incorrect information for you, please contact the company direct to request that they update it.

Stakeholder custom field information is stored with the particular company you have invested in, and can be accessed by that company's administrators and any additional users that are connected to the investment entity.