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 Information
- Click Add