Edit a holder's details and contacts

To edit a holders’s details, find the holder either from the search feature, cap table or investor list, and click on their name to access the Investor details page.

Note: It is not possible to update registration details of a holding if the holding is a CHESS sponsored holding as CHESS sponsored holdings must be updated by the broker who manages the holding.

Holder details accordion 

The holder details accordion lists the contacts associated with the holder in a nested accordion layout. You can edit the contact’s details or add and remove contacts from the accordion via the contact details page for each contact.

To expand a contact in the accordion and view its associated contacts, click the plus icon to the left of the contact's name. To collapse it and hide the associated contacts, click the minus icon.

To edit a contact’s details:

1. In the Holder details accordion, click on the name of contact you wish to edit. This will take you to the contact detail page for that contact.
2. Make your changes to the contact detail page and save them. Your changes will be reflected in any holder where that contact is used. 

You can add associated contacts to a holder, such as trustees, beneficial owners, directors, shareholders, partners, and custom roles, by adding them via the contact details page for the contact they are associated with.

To add or remove an associated contact from a holder:

1. In the Holder details accordion, click on the name of the contact you wish to add the associated contact to or remove it from. This will take you to the contact detail page.
2. In the Associated contacts section, click edit.
3. To add a contact, click Add contact.
   • Select an existing contact and click Add.
   • Select a role for the added contact or type in a custom role.
4. To remove a contact, click the minus button next to the contact.
5. Click Save. Your changes will be reflected in any holder where the contact is used.
6. When you return to the holder detail page, if you added a new associated contact, they will appear in the accordion nested under the contact you added them to. If you deleted an associated contact, they will no longer appear in the accordion.

External ID

An external ID number can be added to an investor to keep a record of the ID number the investor may have from a different software provider. 

To edit an investor's external ID:

1. Click on the Investor details tab.
2. Scroll down to External ID.
3. Click edit.
4. Update the External ID.
5. Click Save.

Tags

You can add a user-defined tag to a holder. See this article for more information.