How do I change my mailing address?

To change your mailing address, you will first need to submit the request through Client Portal. Once logged in to Client Portal, go to the Settings section followed by Account Settings. Click the gear icon next to the user you wish to modify in the Profile section. If you just wish to change your mailing address, select "No" where it asks "is your mailing address the same as the one provided above?" Enter the new mailing address and click Continue at the bottom of the page. 

Please note that your changes are subject to Compliance review prior to taking effect, and for security purposes you may also be required to provide documentation which verifies your new address.