To perform an address change on an account, we require a written request. Address changes can be submitted to us via fax, mailed to our address or scanned and emailed. We have a form you can complete if you prefer however, you can send a Letter of Direction that consists of the following: Effective date of address change Old Address New Address Phone Number Change (if any) Account number(s) to be changed Authorized Person’s Name & Signature If you are subscribed to receive email notifications (Monthly Pricing, Commentaries, Financial Statements), please make sure to notify our office if your email changes so we can update our records accordingly. If we do not have the current information, you may not receive your notifications. Please contact our office if you require any assistance.