At times, the Mailing Address of an Investing Account may be missing, outdated, or invalid/has a typo. In those instances, the Investor has the ability to log in and update the Mailing Address on file. This article demonstrates how to update this information in a few quick steps!
Step-by-Step Instructions:
STEP 1: Log into the Investor Portal and navigate to the 'Settings' tab:
STEP 2: Click the 'Investing Accounts' tab. Locate the Investing Account you'd like to update and click it to expand the view:
TIP: Investors can have multiple Investing Accounts on file. All Investing Accounts will be listed here if there is more than one. In this example, there is only one.
STEP 3: Click the 'Edit' button across from the "Address" field:
STEP 4: Enter the new address and click 'Update Mailing Address' to save changes:
