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Regulatory Information

The Regulatory Information page lets you update the regulatory information for your account.

Who can access the Regulatory Information page?

You can access this page if you are a(n):

• Individual, Joint or Trust Account User

To update your regulatory information

1. Click Manage Account > Account Information > Details > Regulatory Information.

2. Update your regulatory information as required, then click Continue. For each question on the page, answer Yes or No using the radio buttons.
3. Verify your changes, then click Continue.

If you need to make further changes, click Back, then make corrections before submitting.

4. Enter the confirmation number sent to you via email, then click Continue.

If you have not received a confirmation number, click Request Confirm # to have a confirmation number sent to your email address on record.