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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.