Skip to content
  • There are no suggestions because the search field is empty.

What are the Affects of updating investors EIN/SSN?

Making changes to an investor EIN/SSN has no impact on documents or other content/portal access.

  1. Making changes to an investor EIN/SSN has no impact on documents or other content/portal access.
  2. An investor's EIN/SSN can be updated without changing their partner ID/numerical ordering in Navigator.
  3. Updating the EIN/SSN should not affect the investor's ability to access the investor portal, provided that the updated EIN/SSN is used by the investor when attempting to access the portal.