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Updating personal information

Learn how to update your personal info, investment profile and trusted contact

Chuk Orakwue avatar
Written by Chuk Orakwue
Updated over 4 years ago

You can update personal information such as Address, Phone Number, and Email within the app: Account tab > Personal > Personal Information

You can update your Investment Profile such as employment and marital status, annual income, funding source, investment objective, experience, and risk tolerance. This is accessible within the app: Account tab > Personal > Investment Profile

To update Trusted Contact information, go to Account tab > Personal > Trusted Contact

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