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How to Add a Reporting Owner to Entity Management

In this video, we will teach you how to add a new Reporting Owner to Entity Management. 

In the “Entity Management” tab, click Add Entity.  In the “Entity Name” field, enter the name of the individual that you are creating.  Only fields that are required are marked with a red asterisk.  In the “Entity Type” field, choose the “Reporting Owner” radio button and the appropriate radio button for the Reporting Owner Type - either Individual or Company.  Enter the CIK, and CCC.  Then click Add Entity.

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