> For the complete documentation index, see [llms.txt](https://docs.allocations.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.allocations.com/identities/adding-new-identity.md).
# Adding New Identity
How to view, edit, and manage your saved identities on Allocations
To create a new identity:
1. Click **Add Identity** on the top right.
2. Select the Identity Type:
* Individual
* Entity
### Creating an Individual Identity
Users must provide:
* Legal Name
* Date of Birth
* Country
* Tax Information
* Mailing Address
Accreditation status must also be selected.
Upload required identity documents before using the identity for investments.
### Creating an Entity Identity
Users must provide:
* Legal Entity Name
* Country of Formation
* Date of Formation
* Entity Type (LLC, LP, Corporation, etc.)
* Tax Information
After creation:
* Add Beneficial Owners
* Upload entity documents
* Complete accreditation (if applicable)
Once saved, the identity will appear in the Identities table and can be used for:
* Investments
* Fund Manager roles
* Advisor roles
* Beneficial Owner assignments
***
---
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