Updating your investor info

We remind you when you need to update your investor info. Your investor bio includes important information about you like your name, date of birth, job/affiliations, and financial information. This information must be updated on an annual basis. If you miss the deadline, we may need to temporarily put a hold on your account.

To update your investor bio:

  1. In the top-left corner, click your name and select Investor info


  2. Click Edit to modify your basic information, including name, date of birth, marital status, etc. When you're finished making changes, or if this information has not changed, click the right arrow to proceed to the next section. 



  3. Click Edit to modify your employment status, job title, occupation, employer's name, and answers to associated affiliations.



  4. On the last screen, update any financial information that has changed, including your annual income, assets, liquid assets, fixed assets, and liabilities. When you're done making changes, click Save.

Tip: if you don't know what a term means, click the ? beside its name for a definition.



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