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You can update an owner account at any time. Details, bank accounts and payout settings are each managed from their own section on the owner’s record.

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Update owner details

To update an owner’s details, follow these steps:
  1. Navigate to the owner.
  2. Click Edit on the Individual information or Company information section, or use the Actions menu and select Edit information.
  3. Update the details and click Update.
The fields depend on the owner’s business type:
  • Individual: Email, First name, Last name, Date of birth, Address and Phone number.
  • Company: Email, Legal business name, Company number, VAT number, Address and Phone number.
For landlords, you can also update their Tax residency. This determines whether non-resident tax is deducted from their payouts, so update it as soon as a landlord moves abroad or returns.
If an owner is missing information required for payouts, their account is Restricted. Fill in the missing fields, which are flagged Missing, or send the owner an onboarding link to collect them.

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Update a company’s people

For company owners, the people who own or control the company are listed in the Management and ownership section. Click Add person to add someone, or open a person to Edit person or Delete person. See Add the people behind a company.

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Update the bank account

An owner’s bank account is managed in the Bank account section. Click Add to add or replace it; the fields depend on the country of the bank. You can also let owners provide their own bank details through an onboarding link. If a payout fails because the bank details were wrong, you can flag the bank account as errored when you mark the payout as failed, then add the corrected account here. To pay income from a specific unit to a different account, add a bank account to the unit ownership instead. See Pay different units to different accounts.

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Update payout settings

Click Edit on the Payout information section to change how and when the owner is paid: their schedule, automatic approvals, negative payouts, payouts per unit, receipt emails and statement descriptor. See Payout schedule.

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Archive an owner

To stop working with an owner, use the Actions menu and select Archive. Archived owners keep their history but no longer receive payouts. Select Unarchive to restore them. See Archive an owner.