How do I update details for multiple holdings?

You can update your communication preference, tax instructions and payment instructions for multiple holdings by logging in and clicking "Settings" and then "Portfolio profile". 

You can then update the communication preference, tax instructions and/or payment instructions.

Continue to Profile Settings and select "yes" after the question "Would you like to apply these settings to all existing holdings?"

You will need to continue to the last step and click "apply" to apply your new details to your holdings.