How do I view, update, or manage owners (UBOs) on my account?

View your UBOs

For a full list of all UBOs and their information.

Open the profile menu (top-right) and choose Settings → Business Ownership Info

Update a UBO’s details

You can update a UBO’s name, address, and ownership percentage, as well as add or remove owners.

Open the profile menu (top-right) and choose Settings → Select Business Ownership Info → Click Manage Owner → Choose the UBO you want to update → Edit the details and submit

To update ownership percentages:

Open the profile menu (top-right) and choose Settings → Select Business Ownership Info → Click Manage Owner → Choose Update Ownership Percentage → Enter the new percentage and submit

To remove a UBO:

Open the profile menu (top-right) and choose Settings → Select Business Ownership Info → Click Manage Owner → Select the owner → Choose Remove this UBO → Submit your request

Removing a UBO updates your business ownership records.

After you submit a request, your request will show as "In Review" in the Business Ownership Info section. If we need more information, we’ll reach out.

If approved, you’ll receive a confirmation email and updates will appear in your account after approval.

If you need to cancel a request:
Go to Business Ownership Info
Select the In Review status
Click Cancel Updates

Important things to know: You can only update one UBO at a time. To update multiple owners, repeat the process for each one

You won’t be able to submit a new update while another request is under review