To change from a personal to a business account or a business to a personal account with Levarté, the advisor will need to submit a new W9 from their Levarté Advisor Hub by clicking on your profile in the upper left corner below your name and LTA#. Be sure you provide a SS# -or- EIN# on the form. The name on this form is how your 1099 will read for filing your taxes. You MUST change this before December 31 in order to get your 1099 the way you want it.
The advisor also needs to notify us of the change after they've submitted their W9. You can either submit a support ticket (or call) and provide the new business name and address.