Owners and money routing

How do I edit an owner's contact details in LOXA?

Open the owner record and update the editable identity fields. Future owner-facing references use the saved details.

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 current legal name, email, phone, and mailing details ready before you begin.

Step by step

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

  2. Open the owner record and update the editable identity fields

  3. Enter or review current legal name, email, phone, and mailing details.

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

  5. Verify that future owner-facing references use the saved details.

What should happen

Future owner-facing references use the saved details.

Open this workflow in LOXA