Ownership
Instructions
The ownership table option in Advisor Portal allows you to update your ownership percentage, add an ownership entity, and update tax forms.
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Click Settings > Account Settings.
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If you manage or maintain multiple accounts, the Account Selector opens. Search for and select the account whose email address you want to change.
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Click Ownership Table.
To update ownership percentage
Enter the percentage amount you would like to designate for this entity and click Save.
To add a new owner entity
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Click on the three dots on the to the right and select Add Entity.
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You have the option of adding an Individual Entity or Legal Entity.
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When you select Individual you have the option to add an individual or select an individual from the drop down menu; once selected click Continue and add the personal information on the next page.
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Once you review the details slick Continue.
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When you select Legal Entity you will have the option of selecting the legal entity associated with an owner.
To update tax forms
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Click on the three dots on the to the right and select Update Tax Forms.
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The system will then redirect you to the tax form update page where you can update your tax information.
