How to Review Your Personal Information
Step-by-Step Guide
Log in to your account.
Head to "Account Settings" on the sidebar menu,
Select "Personal Information" from the submenu.
On the Personal Information page, you will see fields displaying your profile data, this information is provided directly by your office if you were enrolled by your brokerage, or it is pulled from the registration form you completed if you signed up individually.
Since you are not able to edit this information here, if you find that any of your personal details are incorrect, please use the chat icon in the bottom-right corner to speak with our customer service team, or simply email us at [email protected].