One thing we want to be sure of is that our customer communications are going to the right people. We know that teams change from time to time, so please tell us who should be informed about product-related updates.
For each individual who should receive our quarterly newsletter mailing which provides a link to your quarterly statement as well as new product information, user tips and articles, please provide:
- First name
- Last name
- Email address
Similarly, please be sure to let us know when team members leave. Thanks for helping us keep our records up to date! We keep our communications limited and focused on our product so that you can stay on top of your portfolio with the latest tips and tricks to make managing it as easy and insightful as possible.
Learn how to add an administrative user to your Enterprise Group account.
Learn how to add an administrative user to your Enterprise Fund account.
Learn how to change an admin of your Enterprise account.
Learn how to change the primary account holder of your Enterprise account.