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name change


name change

i want change my name
Esteemed Advisor

Re: name change





To change the name on an account:

  1. Go to settings icon next to log out.


  2. Beside your name, click Update.
  3. Choose the appropriate name change from the available options, 'Fix a minor typo', 'Update your name' or 'Change your legal name'.

To fix a minor typo:

  1. Enter your first and last names.
  2. Check the box to confirm 'I'd like to update my name' and click Update Name.

To update your name/ Change your legal name:

  1. Choose the type of name change and click Continue.
  2. Follow the onscreen steps. 

Note: If you're not fixing a typo, you'll be asked to provide documentation to support your name change. We don’t accept files that are sent as email attachments. If you email attachments, we'll still require you to upload your documents.

To upload your documents:

  1. Click Upload Files or Choose a file to upload and browse for the file(s) you want to upload (or drag to the upload panel).
  2. Click Attach File, if prompted, and allow the files time to upload.
  3. Click Send Files or Submit.

We may ask you to provide documentation to support your name change request, which you can upload through your account. Once we've received your documents, we'll review your request and usually respond back to you within 3 to 5 business days.

Advice is voluntary.
Kudos / Solution appreciated.