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.
Changing your own shareholder or option holder email address is easy. Follow these steps in order from 1-5:
Login to Orchestra.
From your 'Shareholder summary' or 'Option summary' page click the button for 'Edit entity'. If you have multiple entities, switch from your 'Investment overview' to your 'Entity overview' and click the entity you want to edit.
Type in your new 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.
You will now set up a new user login for your new email address. Click the 'User access' button and then the 'Invite admin' button. Add your 'First name', 'Last name' and 'Email', and click the 'Add' button.
Check your email Inbox for an email invitation to get started. Click the 'Get started today' button inside the email to set up a password for your new email login.
If you have lost access to your email address and can't login to Orchestra then we have an alternative process for changing your email. Read more here:
