How do I change my info, like contact details, password, investments?
It’s easy to make changes online by signing in to your account.
- To make changes to your address, password or email, sign in and go to your Profile.
- To change the beneficiary, successor owner or other account information, navigate to your account and click the Settings tab.
- For investments changes, go to the Investments tab to make updates.
If you don’t have an online account, you can send in a form requesting changes to your account.
If you need additional help, you can always contact customer service.