--- title: How do I change my contact information in the portal? description: Help Center --- [Skip to content](https://support.aetrust.com/how-do-i-change-my-contact-information-in-the-portal#main-content) English Show submenu for translations [More support](https://support.aetrust.com/kb-tickets/new?hsLang=en) [Customer portal](https://cs.aetrust.com/tickets-view?hsLang=en) [![American Estate & Trust](https://support.aetrust.com/hubfs/Website%20Assets/Logo%20Assets/logo-text.svg)](https://support.aetrust.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.aetrust.com/kb-tickets/new) - [Customer portal](https://cs.aetrust.com/tickets-view) - [Contact us](https://aetrust.com/contact) [Contact us](https://aetrust.com/contact) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.aetrust.com/?hsLang=en) 2. [Investor Portal](https://support.aetrust.com/investor-portal?hsLang=en) 3. [Online Portal](https://support.aetrust.com/investor-portal?hsLang=en#online-portal) # How do I change my contact information in the portal? **Updating Your Contact Information – AE Trust Online Portal** AHs can update their contact information, including legal name, marital status, Social Security number, physical/mailing address, and email address directly in the Online Portal. Follow the relevant instructions below based on the information you need to change. ### **Changing Your Legal Name** To update your legal name: 1. **Log in** to the Online Portal. 2. Navigate to the **Profile** tab. 3. Click the **Update Personal Info** button. 4. Select **“Names”** – Click on the “Names” section. 5. **Enter the Required Name Information** – Provide your new legal name. 6. **Describe Your Supporting Documents** – Indicate the type of documentation being submitted (e.g., updated photo ID, name change affidavit). 7. **Upload Your Supporting Documents** – Attach required documentation. 8. **Click Review** – Review the name change details. 9. **Click Submit** – Submit your name change request. ### **Changing Your Marital Status** To update your marital status: 1. **Log in** to the Online Portal. 2. Navigate to the **Profile** tab. 3. Click the **Update Personal Info** button. 4. Select **“Marital Status”** – Click on the appropriate section. 5. **Select Your New Marital Status** – Choose from the available dropdown options. 6. **Describe Your Supporting Documents** – Provide details (e.g., marriage certificate, divorce decree). 7. **Upload Your Supporting Documents** – Attach required documentation. 8. **Click Review** – Review the marital status update. 9. **Click Submit** – Submit the request. ### **Changing Your Social Security Number** To update your Social Security number: 1. **Log in** to the Online Portal. 2. Navigate to the **Profile** tab. 3. Click the **Update Personal Info** button. 4. Select **“Social Security Number”**. 5. **Enter the New SSN** – Provide your updated Social Security number. 6. **Describe Your Supporting Documents** – Upload proof (e.g., copy of your Social Security card). 7. **Upload Your Supporting Documents** – Attach the required document. 8. **Click Review** – Review your SSN update request. 9. **Click Submit** – Submit the request. ### **Changing Your Address** To change your physical or mailing address: 1. **Log in** to the Online Portal. 2. Navigate to the **Profile** tab (on the left). 3. Click the **Update Address** button under "User Information." 4. **Choose Address Type** – Select physical, mailing, or both. 5. **Enter Required Address Information** – Fill in your new address. 6. **Upload a Current Utility Bill** – The bill must display your name and new address. 7. **Click Review** – Review the address update. 8. **Confirm Address Accuracy** – If marked “not deliverable,” check the box to confirm its accuracy and then click Review again. 9. **Click Submit** – Submit your address change request. > **Note:** Address updates are processed within 3–5 business days after all required documentation is received. ### **Changing Your Email Address** To update your email address: 1. **Log in** to the Online Portal. 2. Go to **Profile → User Information**. 3. Click the **Update Email** button. 4. **Enter Your New Email** – Provide the new address and enter your current password. Then click **Proceed**. 5. **Complete Two-Factor Authentication (2FA)** – If prompted, follow the steps to complete the 2FA check. 6. **Verify the New Email Address** – A verification email will be sent to the new address. A notice will also be sent to the old address. 7. **Confirm the Email Update** – Follow the link in the new email to complete the change. 8. **Cancel the Request (Optional)** – If needed, you can cancel the email update using the link sent to the old email address. ### **Need Assistance?** If you encounter any issues or have questions about updating your contact information, our Support Team is here to help: - [Investor Portal](https://support.aetrust.com/investor-portal?hsLang=en#main-content) - [Online Portal](https://support.aetrust.com/investor-portal?hsLang=en#online-portal) - [Transfer-ins and Rollovers](https://support.aetrust.com/investor-portal?hsLang=en#transfer-ins-and-rollovers) - [General Account Questions](https://support.aetrust.com/investor-portal?hsLang=en#general-account-questions) - [Tax Reporting and Compliance](https://support.aetrust.com/investor-portal?hsLang=en#tax-reporting-and-compliance) - [Signing Request](https://support.aetrust.com/investor-portal?hsLang=en#signing-request) - [Bill Pay](https://support.aetrust.com/investor-portal?hsLang=en#bill-pay) - [Prohibited Transactions and Compliance](https://support.aetrust.com/investor-portal?hsLang=en#prohibited-transactions-and-compliance) - [Fees and Payments](https://support.aetrust.com/investor-portal?hsLang=en#fees-and-payments) - [Investment Questions](https://support.aetrust.com/investor-portal?hsLang=en#investment-questions) - [Account Closure and Transfer-out](https://support.aetrust.com/investor-portal?hsLang=en#account-closure-and-transfer-out) - [Assets](https://support.aetrust.com/investor-portal?hsLang=en#assets) - [Business Portal](https://support.aetrust.com/business-portal?hsLang=en#main-content) - [Getting started](https://support.aetrust.com/business-portal?hsLang=en#getting-started) - [FAQ](https://support.aetrust.com/business-portal?hsLang=en#faq) - [Training](https://support.aetrust.com/business-portal?hsLang=en#training) - [Investments](https://support.aetrust.com/business-portal?hsLang=en#investments) [![American Estate & Trust](https://support.aetrust.com/hubfs/Website%20Assets/Logo%20Assets/logo-text.svg "American Estate & Trust")](https://aetrust.com) [mailto:support@aetrust.com](mailto:support@aetrust.com) Copyright © 2025, American Estate & Trust