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Step 1: Complete your Profile.

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.

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