The module which allows users to change Investor Account Type can be activated by Exempt Edge only. Please contact us to make the option available for your company.

Once the "Modify Investor Type" module is activated for your company, navigate to the investor's profile and click "Edit Profile".

Click the "Account Type" dropdown, make the change and click Save.

Be aware, changing Investor Account Type will remove Tax IDs and Cancel all active and draft KYC's, please recreate and add this detail as required.

Always read the tooltips before making changes in the system.

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