You can move investors between closings in Passthrough. When moving an investor, their subscription document will move with them (please contact 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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