Investor Dashboard Profile Information
Step 1: Click the Login button at the top right.
Step 2: Type in your email and password. Click Login. (Note the Forgot Password prompt below to use when needed).
Step 3: Click the gear icon at the top right. Click Manage Profiles.
Step 4: If you have more than one profile associated with your account, you will see profile options in the dropdown as shown in the image below. Choose your desired profile.
Step 5: Add or update all necessary information. Note the option to add multiple phone numbers and addresses. When adding more than phone number or address, mark one as primary. An address can be marked as “Use for Tax Purposes”. When complete, click Update Profile.