How do I enter and update my brokerage information?

You can update your brokerage information by clicking on your name in the top right corner of the page, then click on the drop down with your account number. Under Financial Institution Information click on Manage Brokerage Account Information.

Select Add Brokerage Account to add information for a new broker or select Edit Brokerage Account to change the displayed information for the current broker. Broker information can also be provided at the time of an exercise, withdrawal, or release election.