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.

Go to Account Info → 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.

1. Go to Account Info 2. Select Business Ownership Info 3. Cick Manage Owner 4. Choose the UBO you want to update 5. Edit the details and submit

To update ownership percentages:

1, Go to Account Info 2. Select Business Ownership Info 3. Click Manage Owner 4. Choose Update Ownership Percentage 6. Enter the new percentage and submit

To remove a UBO:

1. Go to Account Info 2. Select Business Ownership Info 3. Click Manage Owner 4. Select the owner 5. Choose Remove this UBO 6. 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