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. The banner shown with your account details tells you how to reach them: select email us to open an email to your fund manager's support address, and where a support phone number has been added, the banner also gives the number to call.
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.
You may also see the option to add an authenticator app as an alternative way to sign in, instead of receiving your two-factor code by email.
Note: Adding an authenticator app is optional. To set it up, select the option in Account Security and scan the QR code shown using an authenticator app on your phone. You will be given a set of backup codes at the same time, keep these somewhere safe in case you lose access to your device.
If you have any questions or need help at any stage, please contact your fund manager for support.