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Completing Your Investor Profile

Fill out required fields and optional details for a complete profile

Rachel Diaz avatar
Written by Rachel Diaz
Updated over 2 weeks ago

To ensure your investor account is fully functional, follow these steps to complete your profile:

  1. Navigate to the Profile Section:

    • Log in to your Venture360 account.

    • Click on the "Account" tab in the navigation menu beneath your name.
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  2. Required Fields:

    • Fields marked with an asterisk (*) are mandatory and must be filled in before saving your profile. These include:

      • First Name

      • Last Name

      • Email Address

      • Phone Number

      • Country

      • Street Address

      • City, State/Province, and ZIP/Postal Code

      • SSN/Tax ID (encrypted and securely stored)
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  3. Optional but Recommended Fields:

    • While not required, providing additional information helps ensure smoother transactions and communication. These include:

      • Investing Name (if applicable)

      • Photo: Uploading a profile picture personalizes your account and enhances identification.

      • Banking Information: For disbursement preferences, complete fields such as:

        • Bank Name, Address, Routing Number, Account Number, etc.
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  4. Save Your Profile:

    • Once all mandatory fields are completed, click Confirm Changes at the bottom of the form to save your updates.

Pro Tip: Keeping your profile complete and up-to-date ensures seamless interaction with the platform, from receiving disbursements to accessing tax documents.

If you encounter any issues, contact Venture360 Support for assistance.

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