You can update most account information directly in the AgentIQ app or website.
Information You Can Update Yourself
In Account Settings
Navigate to Account → Settings to update:
Information | How to Update |
Email Address | Settings → Email |
Phone Number | Settings → Phone |
Password | Settings → Security |
Notification Preferences | Settings → Notifications |
Two-Factor Authentication | Settings → Security |
Risk Profile | Settings → Investment Profile |
Information Requiring Support
Some changes require verification and must be processed by our support team:
Information | Why Support Needed |
Legal Name | Must match government ID; regulatory requirement |
Address (for tax purposes) | Affects tax document delivery |
SSN/Tax ID | Regulatory compliance |
Accreditation Status | Requires documentation verification |
To request these changes:
Email [email protected]
Include the change you’re requesting
Provide supporting documentation if required
Allow 1-2 business days for processing
Updating Your Investment Profile
You can retake the risk profile questionnaire to update your:
Investment experience level
Risk tolerance
Investment goals
Time horizon
This information helps us provide investment limitations and disclosures where required.
Updating Payment Methods
To update bank accounts:
Go to Account → Payments & Payouts
Add new bank accounts via Plaid
Remove old accounts as needed
Set your preferred default account
Account Security Updates
We recommend regularly:
Updating your password (use strong, unique passwords)
Enabling Two-Factor Authentication (2FA)
Reviewing linked devices and sessions
Checking for unfamiliar activity
Questions?
Contact our support team at [email protected]