How do I change my name within my account?

CHANGE YOUR NAME

Use the button above or follow the below procedure to update your name within your account:

  1. Log in to Client Portal.
  2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
  3. Under Account Settings find the Account Profile section.
  1. Click the Profile you would like to edit.
  2. Update the relevant fields.
  3. Click Continue to advance through the screens.
  4. If you do not participate in the Secure Login System for two-factor authentication, you will receive an email with a confirmation number. Enter the confirmation number sent to you via email, then click Continue. If you have not received a confirmation number, click Request Confirmation Number to have a new confirmation number sent to your email address.
  5. Click OK.

Please Note

  • Updating an account holder name requires proof of identification and proof of name change that can be submitted using the Upload Documents tool and up to 2 files may be attached. The total attachment size must not exceed 25MB.

Additional Information

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