Update your company name, address, and other details in your Ledgy account
Your company profile information is important as it appears on official documents like holding confirmations. This article explains how to update these details in your Ledgy account.
What company details can you update?
You can update the following company details in your Ledgy account:
Company name
Website URL
Company description
Industry
Corporate numbers
Company address
How to update company details for a company account
To update your company details if you have a company account:
Navigate to the Company Settings page in your Ledgy dashboard
Select the General tab
Find the Company Profile panel
Click the Edit button next to the Company Profile section
A new window will open where you can modify any of the following information:
Name
Website
Description
Industry
Corporate numbers
Address
After making your changes, click the Save button to apply your updates
How to update company details for an investment firm account
To update your company details if you have an investment firm account:
Navigate to the Firm Settings page in your Ledgy dashboard
Select the General tab
Find the Company Profile panel
Click the Edit button next to the Company Profile section
A new window will open where you can modify any of the following information:
Name
Website
Description
Industry
Corporate numbers
Address
After making your changes, click the Save button to apply your updates
Why are company details important?
The information in your company profile is used for:
Generating holding confirmations
Displaying company information to stakeholders
Legal documentation
If you need further assistance updating your company details, please contact our support team.