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Creating and Editing Investor Certificates

Investor certificates are created in the Mako platform and instantly linked to their profile.

There are two ways to create and edit an investor’s certificates:

  • Using the Certificates section
  • Using the Investors section

To create an investor's certificate from the Certificates section:

  • From the Main Menu, select Certificates, then select the certificate type (Bond/Fund/Stock).
  • To create a certificate, scroll to the bottom of the page and click Create New Certificate.
  • Enter the required information and click Save. The certificate will be instantly linked to the investor's account.

To edit an investor's certificate from the Certificates section:

  • Scroll all the way to the right and click View/Edit Data for the investor’s certificate you want to view.   
  • Select the field you wish to edit and click Edit Certificate when done; the changes will be saved. 
Note: The Certificate ID field cannot be modified. Any changes applied will be tracked in the certificate’s audit trail. 

To create an investor's certificate from the Investors section:

  • From the Main Menu, select Investors. 
  • Click on View/Edit Data for the investor.
  • Go to Certificate Data and select the type of certificate you want to create/edit. 
  • To create a certificate, click Create New Certificate.
  • Enter the required information and click Save. The certificate will be instantly linked to the investor's account. 

To edit an investor's certificate from the Investors section:

  • To edit a certificate, click View/Edit Data for the investor’s certificate you want to view. 
  • Click Edit Certificate when done; the changes will be saved.