How do I update details for multiple holdings?

If you wish to update details for multiple holdings at once, you can use the Portfolio Profile on the Online Portal. You can access this either via settings, or by selecting Portfolio Profile on the right-hand side of your screen once logged in. 

Using the portfolio profile you can update the following details: communication preference, email, phone number, bank account, and tax information. 

Once set up you can then choose whether to apply these details to all holdings linked to your online account or select specific holdings. 

You can then also opt to apply these details to all future holdings which are added to your online portal to save you having to manually update your details for new holdings in the future.