To update your Form W8 with DriveWealth:
1. Log in with your Account ID, last 4 digits of your SSN, and date of birth
2. You will receive a one-time password on your phone or email depending on your set preference. If you select phone and do not receive the message, please try again and select email.
3. Once logged in, click on ‘User information' on the landing page or on the navigation pane to the left.
4. On the ‘User information’ page, click on the “Edit” option available on the top right to update your name and/or TIN.
5. Verify the information is correct, check the 3 boxes, and then click on ‘Submit' to confirm these changes.