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If the questionnaire has not been posted to your account, follow Step 2 below\u003C\u002Fp>\u003Ch2>Step Two\u003C\u002Fh2>\n\n\u003Ch3>Update your account information:\u003C\u002Fh3>\u003Cp>For individual and organization accounts, if your net worth exceeds the minimum qualifying threshold of $10 million, you may log into Client Portal and click the User menu (head and shoulders icon in the top right corner) followed by Settings > Account Settings > Account Profile > Investor Category. Included on that page will be a section where account holders can update and confirm their financial information (Account Profile & Financial Profile). Note that updates to this information are subject to review by our Compliance Department prior to taking effect. Once changes have taken effect and, assuming those changes meet the qualifying threshold, the ECP questionnaire will be made available as noted in Step 1 above.\u003C\u002Fp>",[1205,1211],{"id":332,"title":333,"feedback_context":1206},{"request_context":1207,"type":1208,"id":332,"faq_id":332,"timestamp":1209,"cir_id":1210},"faq-browser-public,faq-browser-1:Jibotsrv3-3a0780ff-5ac0-43f5-ab8f-a448e4539cc4","FAQ_NAVIGATION",1794544474200,"6173175f-c241-4e5d-8a2d-a992225c3d37",{"id":341,"title":342,"feedback_context":1212},{"request_context":1207,"type":1208,"id":341,"faq_id":341,"timestamp":1209,"cir_id":1210},"\u003Cp>Account holders may designate their status as an Eligible Contract Participant (ECP) by completing an online questionnaire provided via Client Portal. 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