The following will help you change the following fields:
Select the Primary Contact
Select the Account Type (e.g. Individual, LLC, Trust, IRA, etc.)
Account Name
Tax ID Number
Account Address
Default Payment Type
Step 1. Click into the Accounts section of the portal
Step 2. Click on the specific Account from the accounts list that you need to edit.
Step 2a. Click on the ellipses (three dots) located to the right of the Account Name and select Edit Details
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