> 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/manage-existing-identities.md).
# Manage Existing Identities
How to add a new investor identity to your Allocations account
The **Identities** section allows users to manage all Individual and Entity profiles used for investing, signing, and compliance purposes.
To access this page:
1. Go to **Identities** from the left sidebar.
2. The screen will display all existing identities linked to your account.
The top of the page displays:
* Total Identities
* Search bar
* Export button
* Add Identity button
The main table displays all identities created under your account.
Each row includes:
* Legal Name
* Identity Type (Individual or Entity)
* Number of Investments
* Entity Type (LLC, Corporation, etc.)
* Tax ID Type (FTIN, ITIN, etc.)
* Country
* Actions
If an identity is linked to active investments, it cannot be archived until dependencies are resolved.
To manage an existing identity:
1. Click on the identity name.
2. The detailed Identity page will open.
### Identity Information
The identity profile contains:
#### Basic Information
* Legal Name
* Country of Formation (for entities)
* Date of Formation or Date of Birth
* Phone Number
#### Tax Information
* Tax ID Type
* Tax ID Number
This information is required for compliance, KYC, and reporting purposes.
#### Mailing Address
* Address Line 1
* Address Line 2
* Country
* Region / State
* City
* Postal / ZIP Code
### Accreditation
Under the **Accreditation** section, users must select their accreditation status.
Available options include:
* Net Worth or Income Requirements
* Irrevocable Trusts
* Institutional Investors
* Employee Benefit Plans
* Entities (Corporations, LLCs, etc.)
* Entity with All Accredited Equity Owners
* FINRA Certifications
* Knowledgeable Employee
* Indian Tribes, Government Bodies, Foreign Entities
* Family Offices
Users can click **Manage Accreditation** to update their selection.
Accreditation status is required before investing in certain deals.
### Beneficial Owners (For Entities)
For entity identities, beneficial owners must be added.
To add a beneficial owner:
1. Click **Add a Beneficial Owner**.
2. Select an existing identity or create a new one.
3. Enter ownership percentage.
4. Click Save.
Total ownership must equal 100%.
### Identity Documents
Users must upload required identity documents such as:
* Proof of Identity
* Proof of Address
If documents are missing or invalid, a compliance panel will appear on the right side showing:
* Invalid Data
* Missing Documents
* Required Updates
Click **Fix Now** to resolve any compliance issues.
***
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