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How do I add a contact associated with my account?

While completing your subscription, you can add contacts and designate the types of communication they receive under Communication preferences:

1. Click +Add another contact to add contacts.
2. Enter the following:
   • Name
   • Relationship to account
   • Email address
   • Phone number
   • Mailing address
     
3. Select the type of communication contacts should receive.
4. Choose how you want them to receive communications and select either:
   • Address as primary
   • Address as CC’ed
5. Click Save

Additionally, account administrators can request to add a new contact directly in the portal:

1. Navigate to Settings.
2. Select Investment Accounts.
3. Click Edit and choose Manage contacts.
4. Select the account(s) you want to update. Click Add contact.