How do I update my personal information?

UPDATE PERSONAL INFORMATION

Use the button above or follow the below procedure to update your personal information:

1. Log into 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

4. Click the Profile you would like to edit.
5. Update the information.
6. 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.
7. Click OK.

You can also send an email and include the following information within the body of your email:

• Account ID
• Summary of information to update
• Copy of a document verifying your identity

Please Note

• We only accept .pdf, .jpg, .jpeg and .png file types.

Additional Information

• How do I update my address?
• How do I update my phone number?
• How do I update my W-8BEN form?
• How do I update my W-9 form?
• How can I correct my Citizenship information?
• How do I cancel my info change request?