How do I update my W-9 form?

UPDATE W-9 TAX FORMS

Account holders may use the button above or follow the below procedure to update their W-9 tax form through Client Portal:

1. Log into Client Portal
2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings
3. Then under the Account Settings section find Account Profile
4. Click on Profile of the proper user's name
5. The available Tax Forms are displayed at the bottom of the window
6. Click Update Tax Forms in the bottom right
7. Click Continue until you arrive at the W-9 form
8. Update your details and confirm.

Please Note

• You will need to provide an SSN/ITIN to fill out a W-9 form.

Additional Information

• How do I update the SSN/ITIN on my account?
• Find out more about updating tax forms in the Client Portal Users' Guide.