Investor

Investor#

The Investor Information section allows you to view your investor profile and manage beneficiary designations.

Investor Information Tab#

The Information tab displays your investor profile:

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Investor Portal, Investor Information Tab#

Available Tabs#

The Investor Information section contains:

  • Information - Personal and account details

  • Beneficiaries - Beneficiary designations

How to Request Name Changes#

To update your name on the account:

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Investor Portal, Name Change Request Button Location#

Click the name change request button to initiate a formal change request.

Note

Name changes require administrator approval and supporting documentation.

See also