Update via Client Portal
Log into the Client Portal
Click the User menu (head and shoulders icon) in the top right corner
Select Settings
Under Account Settings, find the Account Profile section
Click on the profile you want to edit
Update your information and proceed as follows:
If you do not use two-factor authentication, you will receive a confirmation number via email
Enter the confirmation number, then click Continue
If you didn’t receive the code, click Request Confirmation Number
Once done, click OK
Update via Email
You can also request changes by emailing support. Be sure to include:
Your Account ID
A summary of the information you would like to update
A copy of an ID document verifying your identity
Accepted file formats: .pdf, .jpg, .jpeg, .png