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How to submit a name change request
If you have changed your name legally, follow these instructions to update your name on file with addy.
- Email pii@addyinvest.com with the following information:
- Name change document
- Government issued ID with photo (even if it has old name on it)
- Government issued ID or utility bill with updated name (if applicable)
- Selfie
- Our team will review the documentation and reach out to you upon completion, or with any additional questions.
- Please be aware of the following terms:
- This change will only affect things moving forward and does not apply retroactively.
- Any prior investments are not updated.
- CSR and share certificates are static from time of issue.