Yes! This should be updated from your Managed Portfolios account. Once logged in:
Website
- Click Settings Menu (your initials in the upper right-hand corner)
- Select Settings
- Click on the Communication option
- Choose Mail
- Enter the new address and then click Update Settings
Mobile App
- Click the Settings Menu (gear on the left side)
- Choose Personal Information
- Click on Home Address
- Enter new information and choose an address from the search results
- Confirm and save the new address
Note: When you update your address, you will receive a written confirmation to both the old and new address from our custodian, Apex Clearing.
