How do I remove my status as an Accredited Investor?

SEND A TICKET TO CLIENT SERVICES

To change your status as an Accredited Investor please submit a ticket in Client Portal with the request to remove your status as an Accredited Investor:

  1. Log in to Client Portal
  2. Click the Application Assistance as the ticket category
  3. Click Document Request  then type Accredited Investor Status as the subject

To submit a ticket, please login to Client Portal:

  1. Log in to Client Portal
  2. Click the User menu (head and shoulders icon in the top right corner)
  3. Click Secure Message Center
  4. Once there, select Compose followed by New Ticket
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