Managing your account preferences is straightforward and helps ensure your information stays up to date. Follow the steps below to access and update your account settings in the Investor Portal.
Step 1: Access Account Preferences
Log in to the Investor Portal.
Click the user icon in the top right corner.
Select Account Preferences from the menu.
Step 2: Update Account Details
In the Account Details section, you can update your preferred name only.
Note: To update sensitive information such as your legal name, email address, date of birth, current address, or phone number, please contact your fund manager directly. These changes require additional verification for security purposes.
Step 3: Adjust Account Settings
In the Account Settings tab, you can set your time zone to sync with the portal.
Step 4: Manage Account Security
In the Account Security section, click Change Password to trigger an email with a link to update your password.
Password Tip: Make sure your new password is at least 8 characters long, and includes a capital letter, a lowercase letter, and a number for security.
If you have any questions or need help at any stage, please contact your fund manager for support.