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Update my address on file
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· Update your address online – Please log in to your account online
· Update your address with a Chat Representative – Please chat with us using the button on the left
· Update your address with a Phone Representative – Please call us at the number to the left
· Update your address in writing:
· Complete a Change of Address form online or fill, print and sign one here and include:
§ Account Information
· Include all names that appear on the account
· Include the account number or Social Security Number
· Include a daytime telephone number
· Include signature(s) of all account owner(s)
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· A confirmation will be sent to the old and new mailing addresses
· Any redemptions sent to the new mailing address within 15 days will need to come in writing with a Signature Guarantee Stamp
· The hold period does not apply when transacting to and from a linked bank account on file
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Add or update my seasonal address
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· Complete a Change of Address form online or fill, print and sign one here and include:
§ Account Information
· Include all names that appear on the account
· Include the account number or Social Security Number
§ Detailed Instructions
· Include the seasonal address
· Include the timeframe you reside at the seasonal address
· Include a daytime telephone number
§ Signatures
· Include signature(s) of all account owner(s)
* Letter of Instruction can also be written or typed note with all of the above information
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· Tax forms are not sent to seasonal addresses
· Dividend and Capital Gains are not sent to seasonal addresses
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