Yes, you can invest via an entity. You can add or update an entity to link to your Wefunder account by visiting wefunder.com/settings and navigating to "Add Entity." Once you do that, all your future investments will use that entity when selected; just be sure to check the box that says "Invest via Fund or Trust" on the investing page, and you should be all set! To change the entity on any existing investments, you will have to gain the approval of each company and go through them to change the contract.

Note: If you are investing via a trust, you will use your SSN as you represent the trust and use the title of Trustee. If you are investing via another entity type, you will use the EIN provided when the entity was created. You do not need to enter an SSN/EIN for international investors.

It's important to know that the legal name on your profile should NOT be the name of your entity - it should be the person representing the entity. We'll need this if you try to verify your identity on the platform. However, it is acceptable to use your entity as the public name on your profile.