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:

  1. Navigate to the entity > Partners tab

  1. Select the 3 dots next to the partners name

  2. From the drop down select upload W8/9

  1. Upload the document and click Save