You can update the following account information yourself:
Personal information (first and last name, SSN, marital status, number of dependents)
Address (residential and mailing)
Employment status
Professional/non-professional questionnaire
Regulatory information
Financials (net worth, income, investment experience)
Investment objectives
To update this information, please follow these steps:
Go to Portfolio > More.
(Pro Version)
(Lite Version)
Select Account Settings.
Select the category of information you want to update.
Your changes are subject to compliance review and will be approved in 1-2 business days if supporting documents (when required) are sufficient.
Still got questions? Contact TradeUP Customer Support by email at support@tradeup.com or reach out to us on Live Chat!