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How do I update my address?

  1. Log in to Client Portal > Settings > Account Settings
  2. In the “Profile” section, click the “Edit” (pencil) icon for the profile you would like to edit
  3. Update the relevant fields
  4. Click “Continue” to advance through the screens
  5. If you do not participate in the Secure Login System for two-factor authentication, you will receive an email with a confirmation number. Enter the confirmation number sent to you via email, then click CONTINUE. If you have not received a confirmation number, click Request Confirmation Number to have a new confirmation number sent to your email address.
  6. Click OK.
Jason Toledo

Jason Toledo

Jason brings more than 15 years of experience in online trading. Prior to starting ToledoTrade in 2019, Jason held senior and executive level positions at Scottrade, OptionsHouse and Zacks Trade. Jason is passionate about educating self-directed traders and is a leader and expert in the online trading industry.