# Adding New Identity

<figure><img src="https://2766774711-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9IirLidzibYpEfSBave3%2Fuploads%2FWuCp0cwzW8fLbZw7YVqA%2Fimage.png?alt=media&#x26;token=f430b63b-d02f-4eeb-9eff-5469994c7d6d" alt=""><figcaption></figcaption></figure>

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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