# Manage Existing Identities

<figure><img src="/files/xXSXWvIc4ufGC3Q44w3J" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/EvgPG39UQvb0bUGoeXqq" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/TZsLUJKejGGageUq5NlD" alt=""><figcaption></figcaption></figure>

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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