Change your Account Information

Updating your account

To update your address online:

You may update your address by logging in in to online account access. Note that as a security precaution, no redemptions or sharedrafts can be mailed to a new address of record for a 15-day period after a change of address is performed online.

To make changes to account registrations:

Add or remove joint owners:

• Complete the Request for Change of Registration form (PDF) with your current account registration. Have all current owners sign the form and include a Medallion Guarantee for all signatures.
• Complete the New Account Application (PDF) with the new account registration information and have all owners for the account sign the application.

Add a beneficiary to a nonretirement account:

• Complete the Designation of Transfer on Death Beneficiary form (PDF).

Change the registration on a trust account:

• Complete a Request for Change of Registration form (PDF) with your current account registration. Have all current owners sign the request and include a Medallion Guarantee for all signatures.
• Complete the New Account Application (PDF) and list the new registration and the date the trust was established. Have all trustees sign the application.
• Include copies of:
  

• • The first page of the trust document, which generally gives the exact title of the trust and the date it was established
  • The last page of the trust, which has the signature(s) of the trustee(s)
  • The page that specifies whose signatures are needed to authorize transactions

Change an UGMA/UTMA registration to an account in the former minor's name:

• Complete an UGMA/UTMA Change of Registration (PDF).
  

• • If the minor has attained the Age of Majority
    

• • • The current custodian needs to complete Sections 1 -3 of the form. The current custodian's signature must be notarized in Section 3.
    • The former minor must complete Sections 4-7.
  • If the minor has attained the Age Custodianship Ends 
    

• • • The former minor or the current custodian may complete the Sections 1-3 of the form. The signature must be notarized in Section 3.
    • The former minor must complete Sections 4-7.

Change the former minor on an UGMA/UTMA registration to an account in the minor’s name:

• Complete a Request for Change of Registration (PDF). The former minor's signature must have a Medallion Guarantee on the form.
• The former minor must also complete and sign the New Account Application (PDF).

To change the name on an account:

Change a name due to marriage:

• Complete the Name Change Authorization (PDF) form with your former name and new name.
• Provide a Medallion Guarantee for both your former and new signatures or include a certified copy of your marriage certificate.

Change a name due to divorce:

• Complete the Name Change Authorization (PDF) form and provide a Medallion Guarantee for both your former and new signatures.
  

• • If you include a court-certified copy of your divorce decree, a Medallion Guarantee is not required.
  • A court-certified copy of the divorce decree is required if you are unable to obtain a Medallion Guarantee in both your former and new names. The decree must state what your name will be after the divorce. If it does not state this, you must obtain a Medallion Guarantee in both your former and new names.

To transition an account due to death:

• Please visit our Account Transition pages for the information you will need to get started.