You can move investors between closings in Passthrough. When moving an investor, their subscription document will move with them (please contact support@passthrough.com if you would like to change the investor's sub doc).

To move an investor to a new closing:

1) Select the investor or investors you would like to move:

2) Select "Move to new closing" on the left side bar:

3) Select the closing you would like to move the investors to and select move:

If you have not created the closing yet. Select "Create a new closing (above move) to create the closing. Once the closing is created you can come back and move the subscribers.

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