Managing investor types | FundCentre Onboarding

  • Updated

Applies to: General partners
 

Investor types are provided, by default, however, you can change the display name for the investor types that are used in Onboarding. In addition to the default investor sub-types, you can add three additional custom investor sub types per investor type.

Icons_Approved.svg How to configure investor sub types

  1. From the Manage menu, select Investor Type.
  2. (Optional.) To add investor sub types, in the Sub Type field for the investor type, click the plus icon. Enter the name of the sub type. 
  3. (Optional.) To change the display name of a type, click the pencil icon and enter the display name.
  4. (Optional.) To delete a custom sub type, click the trashcan icon in the row of the sub type.

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