Beginning of content

Change Your Account Information

Update your address

To update your address online:

Log in to your account, click on the Account Services tab, and then the Address Change button. 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.  

Make changes to account registrations

Add or remove joint owners:

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

Add a beneficiary to a nonretirement account:

Change the registration on a trust account:

  1. Complete a Request for Change of Registration.
    • Complete the Change of Registration form with your current account registration. Have all current owners sign the request and include a Medallion Guarantee for all signatures.
  2. Complete the New Account Application and list the new registration and the date the trust was established. Have all trustees sign the application.
  3. Include copies of the following:
    • 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 signatures of the trustee(s)
    • The page that specifies whose signatures are needed to authorize transactions 

Change by the custodian on an UGMA/UTMA registration to an account in the minor's name:

  1. Complete a Request for Change of Registration.
  2. The custodian should complete the Request for Change of Registration form, the signature is to include a Medallion Guarantee.
  3. The minor who has come of age should complete and sign the New Account Application. 

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

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

Change the name on an account

To change a name due to marriage:

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

To change a name due to divorce:

Complete the Name Change Authorization 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.

Transition an account due to a death

Please visit our Account Transition pages for an overview of the types of questions we may ask you when you call us, and the information you will need to get started.

Footer