Canopy has upgraded its legal infrastructure to comply with new legal, regulatory, and tax requirements. The V2.0 investor profile aligns with this updated document system and ensures that all AML, KYC, and tax requirements are met. You must have a V2.0 Investor Profile in order for Canopy to prepare 2022 K-1 tax packets and/or generate your subscription documents for new investment opportunities.

To update or create your V2.0 investor profile, please follow these steps. 

Log into your Canopy dashboard -  Canopy Login Page 

Click on the top right icon with your profile picture or initials, and then click on Manage My Account. From there you should see a set of questions to create a new Investor Profile. 

Note - If you already have a V1.0 investor profile, you will see an option to generate a V2.0 version using this information.  To import that over, click Select a V1.0 Investor Profile to Migrate Basic Information.

To log in to your Canopy account, please visit the following link.