---
title: Updating Investment Account Details
description: If your address or phone number changes you can update your details from your investor portal.
---

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1. [Verivest Support Library](https://support.verivest.com/knowledge?hsLang=en)
2. [Investor Support](https://support.verivest.com/knowledge/investor-support?hsLang=en)
3. [Managing Your Investment Accounts](https://support.verivest.com/knowledge/investor-support?hsLang=en#managing-your-investment-accounts)

# Updating Investment Account Details

## If your address or phone number changes you can update your details from your investor portal.

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:

- Email address
- Primary address
- Mailing address

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:

1. Click **Accounts**

2\. Select an account

![](https://support.verivest.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio8281702409fe50d03c4eec774aec39ffcScreenshot+2023-04-14+at+2.30.36+PM-1.png)<https://downloads.intercomcdn.com/i/o/828170240/9fe50d03c4eec774aec39ffc/Screenshot+2023-04-14+at+2.30.36+PM.png?expires=1729800000&signature=f879d95b93e0f9231d6754277f4d6ad7f6c9f9d2435b9bd11200650e0353988a&req=fCIvF85%2Bn4VfFb4f3HP0gDIP3Rg3x7szQ%2FB3cTTnQcdQVLuBo1Q%2BohaBvuxI%0ANokrON68Osm3A9KEVw%3D%3D%0A>

3\. Click **edit**

![](https://support.verivest.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio828170427d92b2497d061a9f45561af51Screenshot+2023-04-14+at+2.33.12+PM-1.png)<https://downloads.intercomcdn.com/i/o/828170427/d92b2497d061a9f45561af51/Screenshot+2023-04-14+at+2.33.12+PM.png?expires=1729800000&signature=a0aabc80aca45d21ba09ebc6557646fe5f50f68574e70bc21ad9225f6fbd9b7f&req=fCIvF85%2BmYNYFb4f3HP0gDJ3OjRENwJgukhsHqbko27%2FUSlhnPCl8L0tYSb1%0AiyI2IXcfwckg0z6K9g%3D%3D%0A>

4\. Update your information

![](https://support.verivest.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio828170911fd4a1c6d6e02a72a11fc447dupdate+acc+details-1.gif)<https://downloads.intercomcdn.com/i/o/828170911/fd4a1c6d6e02a72a11fc447d/update+acc+details.gif?expires=1729800000&signature=e2308b192c0bcdcc5f0110428a20372f7ab0799a9fcacad2da870d176eec24fe&req=fCIvF85%2BlIBeFb4f3HP0gDfdVep4exvby3fKjbmoRarswe%2Bf2Vm7WkqLA43h%0Aa0QcSirMCozopaCmAQ%3D%3D%0A>

5\. Click **save** to confirm your changes

Need help? Contact [support@verivest.com](mailto:support@verivest.com)

- [Manager Support](https://support.verivest.com/knowledge/manager-support?hsLang=en#main-content)

    - [Getting Started](https://support.verivest.com/knowledge/manager-support?hsLang=en#getting-started)
    - [Using the Manager Portal](https://support.verivest.com/knowledge/manager-support?hsLang=en#using-the-manager-portal)
    - [Investor Management](https://support.verivest.com/knowledge/manager-support?hsLang=en#investor-management)
    - [Managing Investments](https://support.verivest.com/knowledge/manager-support?hsLang=en#managing-investments)
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- [Investor Support](https://support.verivest.com/knowledge/investor-support?hsLang=en#main-content)

    - [Welcome](https://support.verivest.com/knowledge/investor-support?hsLang=en#welcome)
    - [Understanding Your Portal](https://support.verivest.com/knowledge/investor-support?hsLang=en#understanding-your-portal)
    - [Managing Your Investment Accounts](https://support.verivest.com/knowledge/investor-support?hsLang=en#managing-your-investment-accounts)
- [Accounting Tools](https://support.verivest.com/knowledge/accounting-tools?hsLang=en#main-content)

    - [Accounting Support](https://support.verivest.com/knowledge/accounting-tools?hsLang=en#accounting-support)

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