The Flow platform streamlines updating your profile details. This article addresses how to edit the legal name, entity type, principle address, administrative contact and banking information of your investment profile.
A loom video illustrating the steps can be found HERE
- From your profile landing page, select My GPs in the upper left hand corner of your browser
- From your GP page, select My Accounts in the left hand corner of your browser
- Select “Manage” under the investment account you would like to update
- Select “Edit Details” in the top left hand corner of your browser
5. From the pop up model you can edit your legal name, entity type, principle address, administrative contact and banking information of your investment profile.
Still have questions? Reach out to support@flowinc.com and we'll do our best to provide assistance.