Add Stakeholders (People or External Entities) to Atlas to keep your entity details up to date.
Add Stakeholders
Add People
| People must be added as Stakeholders first in order to designate them as a Director or Office in an entity's details. |
- In the left-hand navigation, under Atlas, open the Stakeholders page
- Click Add Person
- Fill in the relevant details: First Name, Last Name, Email, Phone, Mailing Address, and FinCEN ID
- Click Add
Add External Entities
- In the left-hand navigation, under Atlas, open the Stakeholders page
- Open the External Entities tab
- Click Add External Entity
- Fill in the relevant details: Name, Mailing Address, Jurisdiction, Commercial Domicile, EIN / Tax ID, FinCEN ID, Investor Type, Investor Group Name, and any Additional Informaiton
- Click Add