Update my Contact Information

Forms > Manage my Account > Update my Contact Information

Client Contact Information Form

Use this form to update your account contact information.
Submit Online
Print and Mail



How do I update my contact information?

You will need to submit a completed Client Contact Update Form to Vantage or login into our payment portal to update your contact information online.

When can I expect the updated information to be reflected in my IRA account?

Your request will be completed within 72 hours.