Steps to Update Investor Information
Access the Investor's Profile:
Navigate to the Investors tab from the main menu.
Use the search bar to locate the specific investor whose information you need to update.
Edit the Investor’s Profile:
Click on the investor's name to open their profile.
Click Account.
Click the Edit button to update the necessary fields.
Review and Confirm:
Double-check the updated information for accuracy.
Click Confirm Changes.