The option to change the legal country and the residential address if you move within EEA is currently not available in Client Portal.
Please submit a request by creating a ticket in the Message Center
To create a ticket:
- Log in to Client Portal
- Click the Help menu (question mark icon in the top right corner) followed by Secure Message Center
- Click the Compose button and select New Ticket
- Select Account Security & Protection as the ticket category followed by Account Info Change Request
- Write a brief summary of the request. The ticket should include the new legal country and the new residential address. Please attach one of the following documents confirming your new residential address:
- Bank Statement – not older than 6 months;
- Utility Bill – not older than 6 months;
- Proof of Property Ownership – not older than 6 months;
- National ID – if contains address.
- Click Submit.
The relevant team will review your request and update the legal country and the residential address. Once these changes are made, you will need to update the tax number and the tax form in Client Portal.
Please follow the below procedure to update your tax identification number in Client Portal:
- Log in to Client Portal.
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
- Then under the Account Settings section find Account Profile.
- Click on Profile of the proper user's name.
- The available Tax Forms are displayed at the bottom of the window.
- Review the form. If the tax Id is incorrect, update the information and click UPDATE Tax Forms in the bottom right.
- Click CONTINUE to submit your request.
We will contact you if supporting documentation is required to approve your information change request. If not, we should process your request within 1-2 business days.