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:
- Click +Add another contact to add contacts.
- Enter the following:
- Name
- Relationship to account
- Email address
- Phone number
- Mailing address
- Select the type of communication contacts should receive.
- Choose how you want them to receive communications and select either:
- Address as primary
- Address as CC’ed
- Click Save
Additionally, account administrators can request to add a new contact directly in the portal:
- Navigate to Settings.
- Select Investment Accounts.
- Click Edit and choose Manage contacts.
- Select the account(s) you want to update. Click Add contact.