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:
Select the Portfolio tab.
Select the More icon.
Select Account Information.
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!