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Update Your Investing Account Address in the Investor Portal

This article will step you through updating your Investing Account address in the investor portal.

Updated over a week ago

At times, the Mailing Address of an Investing Account may be missing, outdated, or invalid/has a typo.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:


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