Address changes submitted in the Wizard will allow for the CRM record to be updated at the same time of the address changes.

Account Information Page

Client Type: Existing (new clients will not have address changes)
Account Type: Address change (only select account update also, if you have an updated CAF)

When address change is selected in the account type, less information is required on the account information screen. Complete all required (red) fields. If a client account form is attached, also select “account update” and all original fields will be required.

Client Type: Existing (new clients will not have address changes)
Account Type: Address change (only select account update also, if you have an updated CAF)

When address change is selected in the account type, less information is required on the account information screen. Complete all required (red) fields. If a client account form is attached, also select “account update” and all original fields will be required.

Primary Account Holder Page

Complete all required fields that are not already prepopulated.
Provide the previous mailing address on this screen. Address change letters will be sent to the new and old mailing address.

Additional Account Holder Page (Registrations w/ multiple account holders)

Complete required fields.
Indicate if the additional account holder’s legal address changed. This will not prompt an address change letter but will communicate the change to the home office.

Paperwork Page

No paperwork is required. Letter of instruction, returned mail, and product sponsor paperwork are all option fields to file applicable paperwork pertaining to the address change.

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