Feel free to ask us anything!

How can I update the name on my account?

To protect your security, our Broker-Dealer requires the following documents to process a name change:

1. A legal document, such as a marriage certificate, that verifies your name change

2. A government-issued ID with your new name

In some cases, we may request a government-issued ID with your prior name.

Please contact us here to get started.

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