Update a Client's Name

Submit a request to update a client's name

First, find the client's CRM Contact Record page by searching contact name in the search bar.

From the client's contact record, start by navigating into the Servicing (Service Request) tab, which is found in the middle panel of the contact record. Select Account Administration.

From there, you can select Special Handling and proceed to specify the details of the request via the right sidebar pop-up.

Important Note: If a client's name needs updating due to a marital change, they are required to do the name change through a KYC update, not this request.

Step 1.

Select Update Name

Step 2.

Select a Root

Step 3.

Attach documentation. Attach a signed Letter of Direction - Name Change

Step 4.

Click Submit once the files are fully uploaded. You can now track your ticket.

Service Standard

Updating a client's name requests are generally completed in 7 business days