Illuminate makes it easy to update your contact details, financial information, and investment preferences.
Updating Contact Information
To update basic personal information:
Navigate to the Profile tab
Tap on your name
Tap Edit in the top right corner of the screen
Here you can update:
Phone number
Address
Updating Financial Information
To update your financial profile:
Go to the Profile tab
Select Settings
Tap Financial Profile
Here you can update:
Annual income
Net worth information
Sources of Wealth
Employment status
Marital status
Number of Dependents
Updating Investment Preferences
To update your investment profile:
Go to the Profile tab
Select Settings
Tap Investment Profile
Here you can update:
Investment goals
Time horizon
Investment experience
Risk tolerance
Investment preferences
Guided investing preferences:
Illuminate risk level
Investment theme
Remember to save your changes after updating any information. If you encounter any issues while updating your information, please contact our support team for assistance.