Set Up Company Details
Set Up Company Details
Keep your company information accurate, it appears on share certificates, legal documents, and compliance reports throughout Cake. Getting this right from the start avoids having to re-issue documents later.
Update your company details
Go to Settings and select the Company details tab
Click Edit in the top right corner
Update your company information:
Company name and registration details
Business address and contact information
Incorporation details and jurisdiction
Currency: preferred currency for your account
Company identifiers: ACN/ABN (AU), EIN (US), or equivalent for your jurisdiction
Company logo: appears on share certificates and documents
Click Save to apply your changes
Share certificate settings
If your account includes share certificate functionality, you will also see a Share certificate section on this page. Use this to configure your certificate template and default settings.
Note: Share certificate settings are not shown for LLC accounts (US), as Cake does not issue share certificates for LLCs.
What Happens Next
Your updated company details take effect immediately across the platform, they will appear on any new share certificates, contracts, and reports generated from this point. Existing documents already issued are not retroactively updated.