Update your Client's Account Information

Updating account information is highly sensitive action so be prepared to provide additional supporting documentation.

This applies to:

• Change of Address
• Change of Email
• Change of Name
• Closing of Account
• Registering Death

Forms:

• Account Information Form

The process of updating account information is pretty simple:

1. Have your client fill out the Account Information form
2. Upload the Form by selecting Type Job
3. Upload any additional supporting documentation
4. Done

Now the Compliance Team will review and request any additional some additional supporting documentation.