



How to update an LP's W8 or W9 document
A limited partner can update the W8 or W9 document on file for them by follow the steps found here.
As a GP you are also able to update this on your limited partners' behalf by follow the steps below:
Navigate to the entity > Partners tab

Select the 3 dots next to the partners name
From the drop down select upload W8/9

Upload the document and click Save
