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How to change your company details
How to change your company details

This article concerns adding or changing the company name, address or other company details.

Support Team avatar
Written by Support Team
Updated yesterday

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 and invoices. 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:

  1. Navigate to the Company Settings page in your Ledgy dashboard

  2. Select the General tab

  3. Find the Company Profile panel

  4. Click the Edit button next to the Company Profile section

  5. A new window will open where you can modify any of the following information:

    • Name

    • Website

    • Description

    • Industry

    • Corporate numbers

    • Address

  6. 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:

  1. Navigate to the Firm Settings page in your Ledgy dashboard

  2. Select the General tab

  3. Find the Company Profile panel

  4. Click the Edit button next to the Company Profile section

  5. A new window will open where you can modify any of the following information:

    • Name

    • Website

    • Description

    • Industry

    • Corporate numbers

    • Address

  6. 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

  • Creating invoices

  • Displaying company information to stakeholders

  • Legal documentation

If you need further assistance updating your company details, please contact our support team.

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