Managing Your Profile

Start by selecting your name in the top right corner of the page. Select Manage Profiles:

If you have more than one profile associated with your account, you will see various profile options as you scroll down the page. Choose your desired profile, and select Edit Contact Info. *Note the yellow warning box alerting you which profiles are missing required information for placing investments on the Investor Portal:

Add or update all necessary information. Required fields are indicated with a red asterisk.

Note the option to add multiple phone numbers and addresses. When adding more than one phone number or address, mark one as the primary. An address can also be marked as “Use for Tax Purposes”. When complete, select Save. 

If you see the following message or are unable to edit certain fields of your profile, your Sponsor may have removed certain editing rights to your profile. If so, please reach out to the Investor Relations contact and they can make the update(s) for you.