The Profile section of the Accounts Settings allows you to modify your address, telephone number and primary email as well as add a secondary email.
To update your information you can click on 'Request a change to your details' at the bottom of the page; you will be taken to a new page where you can then send a secure message to our Support team requesting the update or modification.
For all address updates or modifications a document showing your name and address is required and can be attached to the message using the 'Choose files' function. The document may be any of the following, and it must be dated with 90 days of receipt:
- Utility bill for fixed services
- Bank statement (no credit card statements or letters)
- Building society or credit union statement
- Insurance company document (no motorized vehicle policies)
- Local rate assessment or local taxes bill
- Personal tax assessment (issued within the last 90 days)
- Government stamped and certified documents
Frequently asked questions
How long does an update/modification request take?
Please allow our Client Support team 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 Holding, for more information.
I do not have the necessary document to make an update/modification. What can I do?
If you are unable to provide any of the required documents listed you can send a secure message to us for further assistance.