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Updating your entity or changing ownership to an LLC

Steps to update the entity or legal name on your investment, including moving ownership from your personal name to an LLC.

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Written by Fractional Team

Updating the entity or legal name on your investment

To get started, log in to the platform and follow these steps:

1. Click your profile icon in the top right-hand corner.

2. Navigate to Settings.

3. Select Identity.

4. From there, you'll be able to add and register a new investor profile.

Once the new profile has been added, you'll need to complete the steps to verify the investor profile. The platform will walk you through this. After verification is complete, email [email protected] to let us know and we'll update your Operating Agreement and Exhibit A to reflect this. Once you notify our team, please allow 2 weeks for the amendment to be finalized.

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