4 results for "Update"
How To Update/Change Your Mailing Address
You can change the address associated with your account via your Account Dashboard: 1. From your main Dashboard page, scroll
How To Change My Name On The Account
To update your name, please submit a request under "General Request/New Client Onboarding." 1. Tick the "Do you already
How Do I Change The Email or Phone Number Associated With My Account?
To Update your Email or Phone Number: 1. Submit a request through this link. 2. Select the Prompt "General Request/New
Rollover FAQs
for more information. Clients often contact us to get an update on where their check is. Unfortunately, we have no way to