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How do I update my user account or investor account details?

Account setup

Updated over a week ago

User account information

You can update your user account name, phone number, two-factor authentication (2FA) settings, and password directly from your User Profile page.

If you change your phone number in your User Profile and you receive 2FA verification codes via SMS, be sure to also update the SMS number in the Two-Factor Authentication section of your User Profile.

Changing your email address

To update your email address, please contact our Support team for assistance and provide them with the new e-mail you would like to use going forward.

Investor account specific information

Whether you have one or multiple investor accounts, you can view each account’s information individually on the Account Management page.

On the account management page, you will be able to edit your address directly on your own.

For any other inquiries to update your investor account information, please reach out to our support team.

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