Owners and money routing

How do I choose an owner entity type in LOXA?

Select the entity type that matches the legal owner. Reports and property assignments show the right owner classification.

For
Organization owner, Organization admin, Accountant
Updated
August 9, 2026
LOXA Owners and money routing screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Owners and money routing workflow in your LOXA role.
  • Have individual, LLC, trust, or other supported type ready before you begin.

Step by step

  1. Sign in to LOXA and open Owners and money routing.

  2. Select the entity type that matches the legal owner

  3. Enter or review individual, LLC, trust, or other supported type.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that reports and property assignments show the right owner classification.

What should happen

Reports and property assignments show the right owner classification.

Open this workflow in LOXA