Managing your account preferences is straightforward and ensures that your information is always up-to-date. Follow these steps to access and modify your account settings:
Accessing account preferences
Go to the Investor portal.
Click the user icon in the top right.
Select Account preferences.
Account Details
Within the Account Details section, you have the ability to update the following:
Preferred name
Phone number
Please note: To update sensitive information such as your legal name, current address, or date of birth, please contact your fund manager directly. These changes require additional verification for security purposes.
Account Settings
In this tab, you can adjust your Time Zone to sync with the portal.
Account Security
Here, you can trigger an email link to change your password for added security.
Pro tip: Updating your legal name, date of birth or address triggers a verification process.