At some point, you may need to update the information associated with your investment accounts. Your investor portal gives you the ability to make changes to the following information:
If you need to update any other information that is not accessible to you, please notify your Investment Manager or Verivest Support.
To update your information, please follow these steps:
2. Select an account
3. Click edit
4. Update your information
5. Click save to confirm your changes
Need help? Contact email@example.com