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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.