Update my Private Note

Forms > Maintain my Investment > Update my Private Note

Note Update Form

Use this form to modify the terms of your current private note.
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What documents must be submitted to update the note held within my IRA?

You will need to submit a completed and executed Note Update form and the amended note with original signatures to Vantage.

When can I expect the updated asset value to be reflected in my IRA?

Once Vantage has received the Note Update form in good order, your request will be completed within 72 hours.  You can expect to receive an email confirmation once your request has been processed.