---
title: "Creating investor records"
slug: "creating-investor-records-in-the-lusid-web-app"
updated: 2025-10-08T11:45:49Z
published: 2025-10-08T11:45:49Z
canonical: "support.lusid.com/creating-investor-records-in-the-lusid-web-app"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.lusid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating investor records

When you [create an investment account](/v1/docs/managing-investors-in-the-lusid-web-app) you are required to add an *investor record* linking the account to a particular investor.

If none yet exist, click the **Create investor record** button and, in the **Details** area:

- Specify a **Scope** for the investor record, consisting of up to 64 letters and numbers (no spaces).
- Specify an **Investor record name**.
- Choose an appropriate **Investor entity type**. Note this choice is restricted by the [investment account type](/v1/docs/investor-management).

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-JLSZQRNG.png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A22%3A23Z&se=2026-11-09T07%3A22%3A23Z&sr=c&sp=r&sig=RIpUlXkcTu6ROq5haFA%2BZ89eROg5BfuOtBcCninrzMo%3D)

In the **Identifiers** area, add at least one [identifier](/v1/docs/creating-identifiers-for-entities-in-the-lusid-web-app) to the investor record to uniquely identify it:

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-0OL6O4EZ.png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A22%3A23Z&se=2026-11-09T07%3A22%3A23Z&sr=c&sp=r&sig=RIpUlXkcTu6ROq5haFA%2BZ89eROg5BfuOtBcCninrzMo%3D)

On either the **Legal entity** or the **Person** screen (depending on the **Investor entity type**), add at least one investor:

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-MUX4WLWW.png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A22%3A23Z&se=2026-11-09T07%3A22%3A23Z&sr=c&sp=r&sig=RIpUlXkcTu6ROq5haFA%2BZ89eROg5BfuOtBcCninrzMo%3D)

If no people or legal entities yet exist, you can create them. For more information, see:

- [Representing people in LUSID](/v1/docs/representing-people-in-lusid-using-person-entities)
- [Representing institutions in LUSID](/v1/docs/representing-institutions-in-lusid-using-legal-entities)