Profile and Contact

  1. Legal Name Change (e.g., Marriage or Divorce)
  2. Address Change (Mailing)
  3. Address Change (Residential)
  4. Phone Number Change
  5. Email Change
  6. Update Notification Preferences
  7. Date of Birth Correction
  8. SSN/TIN Correction

KYC

  1. Onboarding KYC Process Check
  2. Source of Funds/Employment Update
  3. Additional Document Request

Security & Access

  1. Username Recovery
  2. Password Reset
  3. 2FA Code Fix
  4. View Trusted Devices
  5. Revoke Trusted Device
  6. Account Lock (Suspected Compromise)