How do I change my address or contact information?

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1) Once you have signed into your Holding, view and select your Holding number on the right side of your dashboard. 

 

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2) Navigate and select 'Profile Settings'

 

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3) The contact details page allows you to modify your address, telephone and primary email. For demonstration purposes we will modify the address. 

 

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4) Complete the form below to send a secure message to your personal Relationship Manager regarding your address modification. 

 

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Please allow your Relationship Manager 1-3 business days to register the change. They may reach out to you via the inbox messaging system, found at the top right of your dashboard, for more information.

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