Where do I update my personal information?

You can edit your name, email address, and phone number by going to your Account page, located in the dropdown menu on the top right-hand side of the homepage.

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To update or add a new address, you can go to the Addresses section on your Account page.

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Please be advised that updating your address here does not automatically update the residential or mailing address for your investment profiles. Once you have updated/added the correct address, you can assign the address to the profile on your Profiles page.

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If you are updating your last name, please be sure to also upload your corresponding state-issued ID or passport. To do this, click Upload Docs in the account dropdown bar.

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