The following will help you change the name of an Account (investing entity), change the Account Type (LLC, Trust, LLP, IRA, etc.) update the address, SSN/TIN, etc.

Click into the Accounts section of the portal, located on the left side of the screen.

Click into the specific Account that you need to edit. You will see an ellipses (three dots) located to the right of the Account Name. Click there and select Edit Details.

Related Article: Edit Contact Details

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