Help Center / Institutional Investor / How do I update an institution?

How do I update an institution?

Only an Institution Admin can edit an Institution. The Edit buttons are not available to Managers. To learn more about Institution Admin vs. Manager rights, please refer to How do I grant admin rights to a manager?

 

To update an Institution, please follow the steps below: 

  1. Navigate to My Institution > Institution Profile tab and click the Edit button in the top right-hand corner of the corresponding section – Institution Summary, About, Contact Information (see outlined in red in the screenshot below).
  2. Update the information in the dialog that appears.
  3. Click the Save or Submit button. 

 

Updating an organization email 

It is possible to update an organization email only before the institution is approved by Compliance. Once Compliance has approved the Institution, you can no longer change the organization email because this email is used for deploying an account on Amazon (AWS) after Compliance approval.