Change Requests

The Section: Change Requests section allows you to submit and track formal requests to modify your investor information.

Location: Change Requests

You can find the Section: Change Requests section in the Investor Portal:

Change Requests Section Location

Name Change Request List

The Table: Name Change Request List displays all submitted name change requests and their current status.

Change Requests List Table

Columns: Name Change Request List Table

The Column: Columns for the Table: Name Change Request List table can be found at the top of the table:

Name Change Request List Table Column Headers

The Table: Name Change Request List table includes the following columns:

• Column: Current Account Name - The investor’s current registered name

• Column: New Account Name - The requested new name for the account

• Column: Req. By - Person who submitted the name change request

• Column: Req. Date - Date when the request was submitted

• Column: Status - Current status of the name change request

• Column: Action - Available actions for this request

Filtering Change Requests

To Filter by Status:

1. Action: Select the Item: Status dropdown filter.

   

   Status Filter Dropdown Location

2. Action: Select the desired status from the expanded dropdown.

   

   Status Dropdown Options

To Search for Specific Requests:

1. Action: Enter the search term in the search field.

   

   Search for Change Requests