Skip to content
Contact Us
  • There are no suggestions because the search field is empty.

Updating Your Investor Profile

Most changes can be made directly from your Investor Profile – the only exclusions are: email address, legal name, SSN/Foreign tax ID, and country of citizenship and/or residence. 

Updating email address, legal name, or country of citizenship/residence.

Please reach out to our support team here for assistance. You’ll be required to complete and sign our Account Change form to make the update. Once returned, our team will complete a brief verification call before making any changes.