{"id":13875,"date":"2026-08-18T08:07:48","date_gmt":"2026-08-18T08:07:48","guid":{"rendered":"https:\/\/www.wealthtime.com\/advisers\/?page_id=13875"},"modified":"2026-09-01T13:49:30","modified_gmt":"2026-09-01T13:49:30","slug":"how-to-amend-investor-contact-details","status":"publish","type":"page","link":"https:\/\/www.wealthtime.com\/advisers\/how-to-amend-investor-contact-details\/","title":{"rendered":"How to: Amend investor contact details"},"content":{"rendered":"\n<section id=\"hero-block_6c3de78465d3db07d8d54a254eb091ee\" class=\"hero black\">\n\n  \n    <div class=\"slider\" id=\"slider-block_6c3de78465d3db07d8d54a254eb091ee\">\n\n      <div class=\"slider-wrapper\">\n\n        \n        \n          <div class=\"slide\" data-slide-index=\"1\" data-slide-active=\"true\">\n\n            \n\n  <img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1120\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages.png\" class=\"hero-image\" alt=\"row full-width hero\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages.png 1920w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages-300x175.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages-1024x597.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages-768x448.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages-1536x896.png 1536w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages-640x373.png 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages-1200x700.png 1200w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/>\n\n<div class=\"grid content body-push center-aligned \">\n\n  <div class=\"content-wrap\">\n\n    <div class=\"wrap-inner\">\n\n      <p class=\"label\">How to:<\/p>\n\n      \n        <h1 class=\"hero-title\">Amend investor contact details <\/h1>\n\n      \n      \n        <span class=\"hero-content\">\n\n          <p>Did you know you can update this online? If you have user management permission, you can also maintain client Investor Zone access including resetting a password without the need to spend your time making extra calls.<\/p>\n\n        <\/span>\n\n      \n      \n      \n      \n    <\/div>\n\n    \n  <\/div>\n\n  \n<\/div>\n          <\/div>\n\n          \n                \n      <\/div>\n\n      \n    <\/div>\n\n    \n<\/section>\n\n\n\n\n  <section class=\"page-menu\" id=\"page-menu\">\n\n    <div class=\"nav-wrapper-outer\" id=\"nav-wrapper-outer\">\n\n      <div class=\"body-push row\">\n        \n        <div class=\"nav-wrapper\" id=\"nav-wrapper-inner\">\n          <!-- Menu goes here -->\n          <ul id=\"page-nav\"><\/ul>\n        <\/div>\n\n      <\/div>\n\n    <\/div>\n\n  <\/section>\n\n\n\n\n<section id=\"signposts-block_abfa63dd5af75174dfe97c303a18386e\" class=\" signposts bg-pattern-1 signpost-bg-transparent\" id=\"signposts-block_abfa63dd5af75174dfe97c303a18386e\" data-anchor-text=\"Key things to remember\" data-anchor-link=\"key-things-to-remember\">\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-75-35\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"section-title\">Key things to remember<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\t\t\t<div class=\"grid signpost-row grid-cols-3 transparent\">\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    How to amend names:                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <ul>\n<li>Change of name (mistake, e.g. a spelling error) &gt; send a copy of their certified ID via Secure Email<\/li>\n<li>Change of name (marriage) &gt; send a copy of their certified marriage certificate via Secure Email<\/li>\n<li>Change of name (divorce) &gt; send a copy of their certified decree absolute via Secure Email<\/li>\n<li>Change of name (deed poll) &gt; send a copy of their certified deed poll certificate via Secure Email<\/li>\n<\/ul>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    To amend other details:                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <ul>\n<li>Date of birth &gt; send a copy of their certified ID via Secure Email<\/li>\n<li>National Insurance number &gt; contact us via Secure Email<\/li>\n<\/ul>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Amending an investor&#8217;s email:                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <ul>\n<li><span data-teams=\"true\">If the investor&#8217;s email is changed, they will get a new link for online access sent to their new email, which they will need to activate to avoid document charges.<\/span><\/li>\n<\/ul>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\n\n\t\t\n\t\t\t\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_740d8f2cca536eabf9facf58b8e98a96\" class=\" signposts light-gray signpost-bg-black\" id=\"signposts-block_740d8f2cca536eabf9facf58b8e98a96\" data-anchor-text=\"Adviser Zone journey\" data-anchor-link=\"adviser-zone-journey\">\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-100-0\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"section-title\">Adviser Zone journey<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"content\" data-animate-on-scroll='fade-up'>\n\n\t\t\t\t\t\t<p>From the Adviser Zone dashboard:<\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\t\t\t<div class=\"grid signpost-row grid-cols-1 black\">\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Select \u2018Go to Investor\u2019                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p>OR use the search bar at the top to search for the investor&#8217;s name<\/p>\n<h3 style=\"text-align: center;\"><\/h3>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\n\n\t\t\n\t\t\t\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_5f3b77b291ad451adc7aec7d1efdcadd\" class=\" signposts light-gray signpost-bg-black\" id=\"signposts-block_5f3b77b291ad451adc7aec7d1efdcadd\" data-anchor-text=\"Amend investor contact details\" data-anchor-link=\"amend-investor-details\">\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-75-35\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"section-title\">Amending investor contact details<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"content\" data-animate-on-scroll='fade-up'>\n\n\t\t\t\t\t\t<p>From the investor page:<\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\t\t\t<div class=\"grid signpost-row grid-cols-1 black\">\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    1. Click &#8216;Maintenance&#8217;                \n                <\/h3>\n\n            \n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    2. Click &#8216;Investor Details&#8217;                \n                <\/h3>\n\n            \n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    3. Click &#8216;Amend Investor Details&#8217;                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p>You can add or amend: Contact Number, Email Address and Postal Address<\/p>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    4. Once amended click &#8216;Save&#8217;                \n                <\/h3>\n\n            \n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\n\n\t\t\n\t\t\t\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_d6140e7a3598b45295b712de208a06a2\" class=\" signposts white signpost-bg-transparent\" id=\"signposts-block_d6140e7a3598b45295b712de208a06a2\" data-anchor-text=\"What happens next\" data-anchor-link=\"what-happens-next\">\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-75-35\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"section-title\">What happens next<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"content\" data-animate-on-scroll='fade-up'>\n\n\t\t\t\t\t\t<p>Once the changes are saved, this will update immediately.<\/p>\n<p>&nbsp;<\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t\t\t<div class=\"col-2\">\n\n\t\t\t\t\t<div class=\"image\" data-animate-on-scroll='fade-in'>\n\n\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"1200\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/5.png\" class=\"attachment-small size-small\" alt=\"signpost row\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/5.png 1200w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/5-300x300.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/5-1024x1024.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/5-150x150.png 150w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/5-768x768.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/5-640x640.png 640w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":39,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-13875","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - 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