# ORCA's Knowledge Center

> Get the perfect legal entity & asset overview. #getorcanized

_This file helps AI assistants and crawlers discover the contents of this help center. Each article is also available as plain markdown by appending `.md` to its URL._

## Documentation

### [Dynamic Structure Chart](https://support.withorca.com/dynamic-structure-chart/3rLRJ3xPb6XQdgpREq99TG)

> Create insightful ownership & entity relationship charts with all the data you need and powerful filtering for a clear view at any point in time

- [How to navigate in ORCA](https://support.withorca.com/dynamic-structure-chart/3rLRJ3xPb6XQdgpREq99TG/how-to-navigate-in-orca/mJ1ekxuAXkYjVts9iCwpXA.md)
- [Structure Chart, Cards & Details View](https://support.withorca.com/dynamic-structure-chart/3rLRJ3xPb6XQdgpREq99TG/structure-chart-cards--details-view/uohvppb5TL4xUhwA5FoeAH.md)
- [Structure Chart: Change the perspective](https://support.withorca.com/dynamic-structure-chart/3rLRJ3xPb6XQdgpREq99TG/structure-chart-change-the-perspective/pL6pug8JTkxnFhF659dpMC.md)
- [Structure Chart: Filtering the information](https://support.withorca.com/dynamic-structure-chart/3rLRJ3xPb6XQdgpREq99TG/structure-chart-filtering-the-information/ftpWj9BQsPsX5rXAxisYXu.md)
- [Understanding Events in ORCA](https://support.withorca.com/dynamic-structure-chart/3rLRJ3xPb6XQdgpREq99TG/understanding-events-in-orca/7rJ7Z8syxHSMmQohg5iaH1.md)
- [How to create a Structure](https://support.withorca.com/dynamic-structure-chart/3rLRJ3xPb6XQdgpREq99TG/how-to-create-a-structure/gozM78dHmBhHGJwY4AYbkq.md)
- [How to edit a Structure](https://support.withorca.com/dynamic-structure-chart/3rLRJ3xPb6XQdgpREq99TG/how-to-edit-a-structure/nZti8csTJeEBYxX8YY1MyR.md)
- [How to time travel in ORCA](https://support.withorca.com/dynamic-structure-chart/3rLRJ3xPb6XQdgpREq99TG/how-to-time-travel-in-orca/vRFSvTSQ5Bm2pqmnUc9Dr6.md)
- [How to share a Structure via link](https://support.withorca.com/dynamic-structure-chart/3rLRJ3xPb6XQdgpREq99TG/how-to-share-a-structure-via-link/mhG44gEaMTemyti5Uh8Hd2.md)
- [How to visualize effective ownership](https://support.withorca.com/dynamic-structure-chart/3rLRJ3xPb6XQdgpREq99TG/how-to-visualize-effective-ownership/4aLZVadF3C2kB4Xof8U7Ve.md)
- [Methods of Tracking Ownership in ORCA](https://support.withorca.com/dynamic-structure-chart/3rLRJ3xPb6XQdgpREq99TG/methods-of-tracking-ownership-in-orca/q6g7W2mwRX7DMYNAs64T9S.md)
- [How to Manage Partnership Accounting](https://support.withorca.com/dynamic-structure-chart/3rLRJ3xPb6XQdgpREq99TG/how-to-manage-partnership-accounting/3C9DGUrqAdbxMikKPiTq19.md)
- [Viewing Multiple Ownership Paths - Replicas](https://support.withorca.com/dynamic-structure-chart/3rLRJ3xPb6XQdgpREq99TG/viewing-multiple-ownership-paths---replicas/6w1Bwm7Xe16SJYFom45suE.md)
- [How to Visualize Roles and Mandates in the Structure Chart](https://support.withorca.com/dynamic-structure-chart/3rLRJ3xPb6XQdgpREq99TG/how-to-visualize-roles-and-mandates-in-the-structure-chart/7aBt9uE5xVjwxqRkJkhFau.md)
- [How to use custom-colored labels](https://support.withorca.com/dynamic-structure-chart/3rLRJ3xPb6XQdgpREq99TG/how-to-use-custom-colored-labels/aDJoDSDyEwNs3y4R7nzBBF.md)
- [How to manage “Saved Views”](https://support.withorca.com/dynamic-structure-chart/3rLRJ3xPb6XQdgpREq99TG/how-to-manage-“saved-views”-/ihyqffPeM53HCovAABWVpH.md)
- [Managing Shapes in Structure Charts](https://support.withorca.com/dynamic-structure-chart/3rLRJ3xPb6XQdgpREq99TG/managing-shapes-in-structure-charts/4QSJEt4SNmZuiT4n1n7qqj.md)
- [Holistic Balance Sheet: Net Wealth & Asset Allocation](https://support.withorca.com/dynamic-structure-chart/3rLRJ3xPb6XQdgpREq99TG/holistic-balance-sheet-net-wealth--asset-allocation/ms7uUF6YpwHUbHtxYLhfMT.md)

### [Data Organization & Analysis](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P)

> Organize and analyze your data efficiently with our powerful sections, filterable views, and robust data handling tools

- [How to manage Events section](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/how-to-manage-events-section/9gzR91qg1sM5Fr5oRbYB7h.md)
- [Navigating the Legal Entities & Assets section](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/navigating-the-legal-entities--assets-section/uaTpinnhQ5LX7Mfo2U7c7i.md)
- [Navigating the Persons section](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/navigating-the-persons-section/n1XRQwKDT3EYuY1QfsjB75.md)
- [Navigating the Liabilities section](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/navigating-the-liabilities-section/2ht91TCv9W4oANk9JFNSte.md)
- [Navigating the Mandates & Legal Powers section](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/navigating-the-mandates--legal-powers-section/5paFQRcNEUxrt4PaoNDw86.md)
- [Navigating the Family Tree](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/navigating-the-family-tree/4fpBQQf1zMDb6ikzfAEeGq.md)
- [How to manage your entity information: Details View](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/how-to-manage-your-entity-information-details-view/njEAde89bTQFhFfB5wVvuR.md)
- [How to add Tax Information](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/how-to-add-tax-information/5KuvbdEttW79rSohK3hGku.md)
- [How to manage Compliance information](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/how-to-manage-compliance-information/re87gkNzkswcu3MJVwYFif.md)
- [How to manage Valuations](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/how-to-manage-valuations/uh6nNMEB95Hpsj8TEXktfb.md)
- [Managing Multiple Share Classes with ORCA](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/managing-multiple-share-classes-with-orca/x1DefXL2HazQyBsY276ErT.md)
- [How to manage Roles & Mandates](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/how-to-manage-roles--mandates/9HgUv92V9M31CVgmG944TC.md)
- [How to manage Legal Powers](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/how-to-manage-legal-powers/8ehm4WGsSjrJCTp38z9oAL.md)
- [How to manage Liabilities](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/how-to-manage-liabilities/3n5CQKUzM6rSXTHZGZoJyF.md)
- [How to manage Insurance](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/how-to-manage-insurance/tP2QodPs6GUBKXcGmBNXc8.md)
- [How to add the Entity Legal Form](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/how-to-add-the-entity-legal-form/fxpdUbpekTYyPFwcaVF7Us.md)
- [How to use the Audit Log](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/how-to-use-the-audit-log/4ekkfVmuVDMWvyXNHghcPu.md)
- [Understanding Full, Legal, Economic, and Effective Ownership](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/understanding-full-legal-economic-and-effective-ownership/qAqmJU7NxqJ8BZQJTU8VZZ.md)
- [How to delete an entity](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/how-to-delete-an-entity/17rnUHs4kfTX3gsLHQVnQd.md)
- [How to export / back up all vault data](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/how-to-export--back-up-all-vault-data/sQuscFLgrMiMeKqRav7FTL.md)
- [How to Export data from Sections](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/how-to-export-data-from-sections/1fS7aiPKFRYj7BAhvroCDj.md)
- [How to manage cash flows](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/how-to-manage-cash-flows/qhbKZ5WSH46YXyShEtgRzp.md)
- [How to Create and Manage Projects](https://support.withorca.com/data-organization--analysis/g638srQ8Y2MM4GWaCpim7P/how-to-create-and-manage-projects/6CyEEAkhhFXewpgxgnSdHk.md)

### [AI File Archive & Data Extraction](https://support.withorca.com/ai-file-archive--data-extraction/rH45tbykdAQ2CTJS2r5guM)

> Leverage Sonar to help you capture more data in ORCA, faster and with less risk of human error

- [Sonar Beta Program: AI Data Extraction from Files](https://support.withorca.com/ai-file-archive--data-extraction/rH45tbykdAQ2CTJS2r5guM/sonar-beta-program-ai-data-extraction-from-files/5LAf8fpu82V2oNGyLEbvyP.md)
- [Getting Started with Sonar](https://support.withorca.com/ai-file-archive--data-extraction/rH45tbykdAQ2CTJS2r5guM/getting-started-with-sonar/5BCZxMvTeA3ZRgdtGZwNnv.md)
- [Sonar FAQ](https://support.withorca.com/ai-file-archive--data-extraction/rH45tbykdAQ2CTJS2r5guM/sonar-faq/5R4SpYRhyNAyRRAj4adQVx.md)
- [Smart Folders: A New Way to Organize Your Files](https://support.withorca.com/ai-file-archive--data-extraction/rH45tbykdAQ2CTJS2r5guM/smart-folders-a-new-way-to-organize-your-files/qwbbETEhdXXfFb48Bm6pRT.md)
- [How to manage files in ORCA](https://support.withorca.com/ai-file-archive--data-extraction/rH45tbykdAQ2CTJS2r5guM/how-to-manage-files-in-orca/e5ScQwYRPN9deUn5DK46p9.md)
- [How to Securely Share Files](https://support.withorca.com/ai-file-archive--data-extraction/rH45tbykdAQ2CTJS2r5guM/how-to-securely-share-files/5py1aNV2eJNhkEXJA67fUN.md)
- [Upload files via email](https://support.withorca.com/ai-file-archive--data-extraction/rH45tbykdAQ2CTJS2r5guM/upload-files-via-email/j491Pj97uhjQ7J3k9BtjdR.md)

### [Intelligent Tasks](https://support.withorca.com/intelligent-tasks/7c6gD1B1V4fnHBoT1sxy7q)

> Boost compliance by using automated checks to ensure all necessary documents and data are complete, and set up tasks to tackle any missing pieces

- [How Tasks and Completeness Checks work](https://support.withorca.com/intelligent-tasks/7c6gD1B1V4fnHBoT1sxy7q/how-tasks-and-completeness-checks-work/3h8LBn7oDXtdKdLtcxAKS9.md)
- [How to manually create & assign a task](https://support.withorca.com/intelligent-tasks/7c6gD1B1V4fnHBoT1sxy7q/how-to-manually-create--assign-a-task/2ppNQ7yvepMGoQJCxjj9dJ.md)

### [Collaboration](https://support.withorca.com/collaboration/hendkXQEyygyJEXf7C4ogZ)

> Work securely and efficiently with rapid document sharing, seamless collaboration, and data retrieval

- [Managing “Shared Links”](https://support.withorca.com/collaboration/hendkXQEyygyJEXf7C4ogZ/managing-“shared-links”/bPPto3bJ3Kwxg5JKbMMVmi.md)
- [Incognito & Alias Mode](https://support.withorca.com/collaboration/hendkXQEyygyJEXf7C4ogZ/incognito--alias-mode/6fjFxq6gGSdmmNQVTAXVYF.md)
- [How to Use Presentation Mode](https://support.withorca.com/collaboration/hendkXQEyygyJEXf7C4ogZ/how-to-use-presentation-mode/9wtLHyCgV8CSEo69PBQtCF.md)
- [How to Use Meetings](https://support.withorca.com/collaboration/hendkXQEyygyJEXf7C4ogZ/how-to-use-meetings/bsWqGgKxH2G4kcJmgRpCGA.md)
- [White Label ORCA](https://support.withorca.com/collaboration/hendkXQEyygyJEXf7C4ogZ/white-label-orca/uFrXNCwqAqD41HCMhJwKvR.md)

### [Data Import & Integrations](https://support.withorca.com/data-import--integrations/nGetRFy6qsdZw3iYLa87HY)

> Guidance on importing data into your system. From data preparation to error troubleshooting

- [How does the Addepar integration work?](https://support.withorca.com/data-import--integrations/nGetRFy6qsdZw3iYLa87HY/how-does-the-addepar-integration-work/5r9UQ92GEVXHV4p8PPSmKe.md)
- [How to connect with Addepar](https://support.withorca.com/data-import--integrations/nGetRFy6qsdZw3iYLa87HY/how-to-connect-with-addepar/fRfWp74wBb4oYYZadTMTh7.md)
- [How to import vault data](https://support.withorca.com/data-import--integrations/nGetRFy6qsdZw3iYLa87HY/how-to-import-vault-data/jUve8sLDjeH1i5uuzk2c65.md)
- [How to work with CSV in Excel](https://support.withorca.com/data-import--integrations/nGetRFy6qsdZw3iYLa87HY/how-to-work-with-csv-in-excel/3hhWx1tidrWm9D9ATATU4i.md)
- [How to work with the External ID](https://support.withorca.com/data-import--integrations/nGetRFy6qsdZw3iYLa87HY/how-to-work-with-the-external-id/tW8MErsayFaVnx1RDdvZgZ.md)
- [How to import data using ORCA CSV Templates to create your Dynamic Structure](https://support.withorca.com/data-import--integrations/nGetRFy6qsdZw3iYLa87HY/how-to-import-data-using-orca-csv-templates-to-create-your-dynamic-structure/hvCWQK7XwHdz7uSjEqu3gH.md)
- [How to Utilize Items / Entities Template](https://support.withorca.com/data-import--integrations/nGetRFy6qsdZw3iYLa87HY/how-to-utilize-items--entities-template/hZJTEP6v6iZLW2FJnNNM2M.md)
- [How to Utilize the Ownership Transactions Template](https://support.withorca.com/data-import--integrations/nGetRFy6qsdZw3iYLa87HY/how-to-utilize-the-ownership-transactions-template/e1bVfCLxqQD3N98pKk9boq.md)
- [How to Utilize the Roles Template](https://support.withorca.com/data-import--integrations/nGetRFy6qsdZw3iYLa87HY/how-to-utilize-the-roles-template/9hFBcFgNtYAbzNKKsGStYB.md)
- [How to Utilize the Liabilities Transactions Template](https://support.withorca.com/data-import--integrations/nGetRFy6qsdZw3iYLa87HY/how-to-utilize-the-liabilities-transactions-template/veFn5TDLvQJwW49cFnJQXG.md)
- [How to Utilize the Cash Flow Template](https://support.withorca.com/data-import--integrations/nGetRFy6qsdZw3iYLa87HY/how-to-utilize-the-cash-flow-template/mr1BKLCN6t1yj12C7gXbXU.md)
- [How to Utilize the Market Value / Valuations Template](https://support.withorca.com/data-import--integrations/nGetRFy6qsdZw3iYLa87HY/how-to-utilize-the-market-value--valuations-template/94ztXearnLXV5F7onofjto.md)
- [How to Utilize the Total Number of Shares Template](https://support.withorca.com/data-import--integrations/nGetRFy6qsdZw3iYLa87HY/how-to-utilize-the-total-number-of-shares-template/vrYU9aBEPU17an4Sxgt2Vw.md)
- [How to Utilize the Update External ID Template](https://support.withorca.com/data-import--integrations/nGetRFy6qsdZw3iYLa87HY/how-to-utilize-the-update-external-id-template/gG4FMSNUgnZnSoWDUYAT8q.md)

### [Compliance & Reports](https://support.withorca.com/compliance--reports/4n3LMwNpAnQbGi8j3EJc57)

> Simplify reporting with ORCA! Leverage your data to easily generate accurate and timely reports

- [Automated Document Generator](https://support.withorca.com/compliance--reports/4n3LMwNpAnQbGi8j3EJc57/automated-document-generator/5ct1MQjaeRHZMni5asupZo.md)
- [Download Supporting Documents](https://support.withorca.com/compliance--reports/4n3LMwNpAnQbGi8j3EJc57/download-supporting-documents-/57Zov6SmNax85aU5f7Ftwy.md)
- [Generating an Ultimate Ownership Report](https://support.withorca.com/compliance--reports/4n3LMwNpAnQbGi8j3EJc57/generating-an-ultimate-ownership-report/7idQeJP973dbQU5PWTWQfk.md)
- [Prepare for an SRO audit](https://support.withorca.com/compliance--reports/4n3LMwNpAnQbGi8j3EJc57/prepare-for-an-sro-audit/soMotxzmD2q2q3H8J6yCGW.md)
- [CTA Guide](https://support.withorca.com/compliance--reports/4n3LMwNpAnQbGi8j3EJc57/cta-guide/uwyq6PfDa5vrkguPV9jfNR.md)
- [Where can I locate information about my Reporting Company in ORCA?](https://support.withorca.com/compliance--reports/4n3LMwNpAnQbGi8j3EJc57/where-can-i-locate-information-about-my-reporting-company-in-orca/2YNh4BYB255xbqDFWuogRW.md)
- [Where can I locate information about my Beneficial Owners in ORCA?](https://support.withorca.com/compliance--reports/4n3LMwNpAnQbGi8j3EJc57/where-can-i-locate-information-about-my-beneficial-owners-in-orca/j5ZD1h83pp3y28cVfhoZtk.md)
- [How to fill out the BOI Report  (BOIR) using ORCA](https://support.withorca.com/compliance--reports/4n3LMwNpAnQbGi8j3EJc57/how-to-fill-out-the-boi-report-boir-using-orca/tUM5bZbSBVTZcEmCaHKhGA.md)

### [Account Management](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x)

> How to customize your account settings, your personal preferences, and your payment options

- [Register your new ORCA account](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/register-your-new-orca-account/kcP1NSDJVozzhtQGycwqdT.md)
- [How to access ORCA as a user](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/how-to-access-orca-as-a-user/xuw2Si1vJXeZQ6QEwXwLkJ.md)
- [What is the Safety Kit and why is it so important](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/what-is-the-safety-kit-and-why-is-it-so-important/x48qZ5R2qpPEcEnZcUYWPB.md)
- [Log in on a new device](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/log-in-on-a-new-device/m22htauyukWZaXrogxxC3w.md)
- [Log in on a trusted device](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/log-in-on-a-trusted-device/rYxjA5vRs2HRAD631ZZGwa.md)
- [How to remove a trusted device](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/how-to-remove-a-trusted-device/ovzMZ59dgVwmAJFhSbr9UL.md)
- [How to change / reset the PIN](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/how-to-change--reset-the-pin/otfE1emPFxx17fnNhhdAEZ.md)
- [Resolving Login Issues](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/resolving-login-issues/6RRqdc8rziDezA8n7JbFm3.md)
- [Difference between PIN and Secret Key](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/difference-between-pin-and-secret-key/w9kRCnb1skMEsh99etqzK2.md)
- [How to generate a new Secret Key](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/how-to-generate-a-new-secret-key/5qGHH3UFLAv7XRrdNHKEEd.md)
- [What browsers are supported](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/what-browsers-are-supported/3mtXGkT83aGtyWndPRfoxY.md)
- [Change Personal settings](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/change-personal-settings/1Wncfi91vni2x14wLVBWVY.md)
- [How to change the Email](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/how-to-change-the-email/tTqXVsPwsyorbLPvzEk97Z.md)
- [Activate 2FA for your profile](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/activate-2fa-for-your-profile/stZGxw38oyXhWu82wQ2HDt.md)
- [Admin: Invite Users into your Account](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/admin-invite-users-into-your-account/14Zk32rjJJ5okpyGNNWe9G.md)
- [Admin: Manage your users](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/admin-manage-your-users/c75wW3gVA35wHXXHaEzHC1.md)
- [Admin: Manage your vaults](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/admin-manage-your-vaults/bedTiGvAMjU59St1Gorui7.md)
- [Admin: Update user permission](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/admin-update-user-permission/dXg9R8HBHSEfxLEfEGHu4N.md)
- [Admin: Roles & Permissions](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/admin-roles--permissions/4fL1kPyX94cYXYUgb8yWmc.md)
- [Admin: How to retrieve the Invitation code](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/admin-how-to-retrieve-the-invitation-code/nbx3ruNi4eZkcyUC1AQLnR.md)
- [Admin: How to archive a vault](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/admin-how-to-archive-a-vault/orzzU8LeneCsFwaGPXg7i5.md)
- [Admin: How to check your number of items in ORCA](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/admin-how-to-check-your-number-of-items-in-orca/pwceoKfBjmAgWTMLoy5JDA.md)
- [Admin: Change Account Settings](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/admin-change-account-settings/qnpSti2pBd6eFD34ouxtLB.md)
- [Admin: Make 2FA mandatory](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/admin-make-2fa-mandatory/4paVTEdDm9UeRdHBn9ii3E.md)
- [Compare our price plans in detail](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/compare-our-price-plans-in-detail/o16cSTCYeo9mf1eD538dJs.md)
- [Pay your invoice using your credit card](https://support.withorca.com/account-management/3dDwHwSput3oukNHgf4f9x/pay-your-invoice-using-your-credit-card/6FF3ZZTmCAXW1x5Yy9haZz.md)

### [Best practices](https://support.withorca.com/best-practices/99Gqr7eKJoPCVkR7Wba8Yh)

> These questions we often hear from clients. Learn how to leverage ORCA’s functionalities

- [How to add beneficiaries to a trust?](https://support.withorca.com/best-practices/99Gqr7eKJoPCVkR7Wba8Yh/how-to-add-beneficiaries-to-a-trust/rDDDqzNBxJvrwgKcXYPjqr.md)
- [Why are some items not grouped?](https://support.withorca.com/best-practices/99Gqr7eKJoPCVkR7Wba8Yh/why-are-some-items-not-grouped/qTSCqVX8modwpLethjdcFU.md)
- [How to adjust an incorrect ownership?](https://support.withorca.com/best-practices/99Gqr7eKJoPCVkR7Wba8Yh/how-to-adjust-an-incorrect-ownership/mAzMUXFNrcFMPK7mEH3cm3.md)
- [Can I define the order of the family members in the structure](https://support.withorca.com/best-practices/99Gqr7eKJoPCVkR7Wba8Yh/can-i-define-the-order-of-the-family-members-in-the-structure/u9Ref3gPNtrhBha8X3nR5v.md)
- [Can I filter the structure chart based on the notes on the cards?](https://support.withorca.com/best-practices/99Gqr7eKJoPCVkR7Wba8Yh/can-i-filter-the-structure-chart-based-on-the-notes-on-the-cards/pEfr6z9ZwRdwRvbUsuexPs.md)
- [How can I remove/change the grouping of several assets?](https://support.withorca.com/best-practices/99Gqr7eKJoPCVkR7Wba8Yh/how-can-i-removechange-the-grouping-of-several-assets/up1rBrRrqF6S53dLRzEeBD.md)
- [How to Merge two companies](https://support.withorca.com/best-practices/99Gqr7eKJoPCVkR7Wba8Yh/how-to-merge-two-companies/5ZFUXJXptwSbgVvUruEH2g.md)
- [How to Switch the Asset Class](https://support.withorca.com/best-practices/99Gqr7eKJoPCVkR7Wba8Yh/how-to-switch-the-asset-class/3tcp8rxPGMFvvGJX3k93RQ.md)
- [How can I add a date to a file?](https://support.withorca.com/best-practices/99Gqr7eKJoPCVkR7Wba8Yh/how-can-i-add-a-date-to-a-file/jdDYmxLk1kH9P55cDiyYuF.md)
- [How to relocate/transfer a company?](https://support.withorca.com/best-practices/99Gqr7eKJoPCVkR7Wba8Yh/how-to-relocatetransfer-a-company/vwTXrzNQaimSjzsaqWQE1u.md)
- [How to add a strategic goal for one of my entities?](https://support.withorca.com/best-practices/99Gqr7eKJoPCVkR7Wba8Yh/how-to-add-a-strategic-goal-for-one-of-my-entities/d9gz14pZedZEifapKp9MhZ.md)
- [How to dissolve a company](https://support.withorca.com/best-practices/99Gqr7eKJoPCVkR7Wba8Yh/how-to-dissolve-a-company/6wUxbuBj7xmiJrQh8RtPJ8.md)
- [Why can't I change the Primary Asset Class?](https://support.withorca.com/best-practices/99Gqr7eKJoPCVkR7Wba8Yh/why-cant-i-change-the-primary-asset-class/7pWgEQtQLEdUc1oWAokqAz.md)
- [Give your Secret Key to 2 most trusted people](https://support.withorca.com/best-practices/99Gqr7eKJoPCVkR7Wba8Yh/give-your-secret-key-to-2-most-trusted-people/hdxGKpcMYtSuDVYd2SGvc5.md)
- [How to verify that your time is in sync](https://support.withorca.com/best-practices/99Gqr7eKJoPCVkR7Wba8Yh/how-to-verify-that-your-time-is-in-sync/cRDWpMmXs9ifQjhn83mmEj.md)

### [Security & Legal Fine Print](https://support.withorca.com/security--legal-fine-print/aZYfzuthvijeBDSZN7kfdA)

> You have the right to absolute privacy. Here you find all the details and specifications

- [Security White Paper](https://support.withorca.com/security--legal-fine-print/aZYfzuthvijeBDSZN7kfdA/security-white-paper/gw9jsuDKapoXYZh1HHbmPU.md): Describes how ORCA secures clients’ data, including encryption (via cryptographic methods), access control and the architecture.
- [Privacy Policy](https://support.withorca.com/security--legal-fine-print/aZYfzuthvijeBDSZN7kfdA/privacy-policy/j9QehpwAwAHX2J6H6P2qBM.md): ORCA provides zero-trust cloud storage, meaning that ORCA and our carefully selected service providers can NOT decrypt the sensitive information that our clients enter/upload in their ORCA Accounts.
- [Overview of Our Service Providers](https://support.withorca.com/security--legal-fine-print/aZYfzuthvijeBDSZN7kfdA/overview-of-our-service-providers-/evU3XPYTQKrUBF17142TWu.md): All of our service providers offer state-of-the-art compliance and security certifications.
- [Terms & Conditions](https://support.withorca.com/security--legal-fine-print/aZYfzuthvijeBDSZN7kfdA/terms--conditions/hqs5FTAXYUHZf8jsptR3j6.md)
- [Terms & Conditions - Addepar Addendum](https://support.withorca.com/security--legal-fine-print/aZYfzuthvijeBDSZN7kfdA/terms--conditions---addepar-addendum/cS5MeUDSs1iePaWRtyYz2b.md)
- [Terms & Conditions - ORCA Sonar: Automated Data Extraction from Files Addendum](https://support.withorca.com/security--legal-fine-print/aZYfzuthvijeBDSZN7kfdA/terms--conditions---orca-sonar-automated-data-extraction-from-files-addendum/5wgrAUzHUkTMRyXK18VJJp.md)
- [Terms & Conditions - Upload via Email Addendum](https://support.withorca.com/security--legal-fine-print/aZYfzuthvijeBDSZN7kfdA/terms--conditions---upload-via-email-addendum/k3WLT8wr7viS1FtCiMvq6M.md)
- [GDPR Statement](https://support.withorca.com/security--legal-fine-print/aZYfzuthvijeBDSZN7kfdA/gdpr-statement/uQrZT34RcgF5CN6ta8ahGd.md)
- [Data Protection Agreement](https://support.withorca.com/security--legal-fine-print/aZYfzuthvijeBDSZN7kfdA/data-protection-agreement/4VsnBvaArwA82fvFcwiuU2.md)
- [ORCA’s External Audits](https://support.withorca.com/security--legal-fine-print/aZYfzuthvijeBDSZN7kfdA/orca’s-external-audits/vC2w6cNWp7vFuFnGvaKAoG.md): ORCA encourages external validation of our technology. ORCA commits to inviting external and independent auditors to review our implementation.
- [Definition of ORCA terms](https://support.withorca.com/security--legal-fine-print/aZYfzuthvijeBDSZN7kfdA/definition-of-orca-terms-/xfV8hMMHNrEcu24ocThKGC.md)
- [2025-11 Mixpanel, OpenAI Security Incident](https://support.withorca.com/security--legal-fine-print/aZYfzuthvijeBDSZN7kfdA/2025-11-mixpanel-openai-security-incident/6r62pxqYkyges4FhQ7N2FP.md)

### [Product Updates](https://support.withorca.com/product-updates/pRAfPtx3P1VqD8tWGkDQuF)

> ORCA's latest updates and upcoming features

- [Product Updates](https://support.withorca.com/product-updates/pRAfPtx3P1VqD8tWGkDQuF/product-updates/b7PBXgxzBMcnqNhcosVx7L.md): Keep yourself updated about all recent changes and updates to ORCA.