To complete your profile:
- Log in to your account.
- Select “Settings” and then “My Profile.”
- Update the fields provided (These are fields you can update without compliance's approval) and click "Update My Profile".
If you are affiliated with a Broker/Dealer:
- Click the red link near the center of the page entitled: "Click here to request for your Broker/Dealer to update the fields."
- On the following page, update and submit the information to your Broker/Dealer for approval.
- Be sure the appropriate disclosures are entered for both printed and emailed marketing. Once this information is entered/updated select "Request Information Change." You will be notified via email when your Broker/Dealer has approved the new information.