Submit an Address Update Request

Complete the address update request form to update addresses in your accounts or financial accounts.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

User Permissions Needed
To submit an address update request on Financial Services Client Portal:	OmniStudio Runtime for Communities AND Financial Services For Customer Community OR Financial Services For Customer Community Login OR Financial Services For Customer Community Plus OR Financial Services For Customer Community Plus Login

User Permissions Needed

To submit an address update request on Financial Services Client Portal:

OmniStudio Runtime for Communities

AND

Financial Services For Customer Community

Financial Services For Customer Community Login

Financial Services For Customer Community Plus

Financial Services For Customer Community Plus Login

Log in to the Financial Services Client Portal.
Find and select the address update page or action on the portal.
Complete the request form with your new address, and click Next.
Select the records to update with the new address, and click Next.

Note Only the accounts and financial accounts for which the community user is a primary owner are shown.
Select a document type and click Upload Files.
To validate your identity, you must provide a copy of the valid document type that contains the new address.
Review the address change details, and click Submit.
The address change request is successfully submitted. A case is created and assigned to a manager for approval. To view the case details, go to the Cases page on the portal.

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