I don’t know all of the information being asked. Does it matter?

Don't worry, there are only a few required fields that you have to enter while many areas are simply for reference. Required fields are marked with a red asterisk for your benefit. The more information you enter about your investments, the more useful Seraf will be to you, your family, your advisors, your colleagues, or your investors, depending on which level account you have.

If you are missing some details, you can make an educated guess and put a note in the memo field. You can also leave fields blank, contact the company you invested in for clarification, or update the information later. Keep in mind, edits can be made at any time and are very simple to make.

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