Add & Update Ownership
Entity Management


When there are changes to ownership, you can update existing records if that is more accurate than creating a new ownership record.

Editor users may create new or edit existing ownership (parent / subsidiary) records related to an entity by doing the following: Go to Entities and click on the entity’s Legal Name link to view the desired entity record.

Select the Ownership tab. Use the Add Parent or Add Subsidiary button to create a new ownership relationship.