I just moved - should I update my address?

Yes! This should be updated from your Managed Portfolios account. Once logged in:


  • 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.

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