To comply with Canadian regulations and anti–money laundering requirements, every user completes identity verification. If you need to update the personal information associated with your Intelligent Investing app account, our team can help.
Simply contact us by email or through in-app chat, and a member of our Customer Success team will assist you. We can update the following details:
Email address
Phone number
First or last name
Date of birth
Address
Employment information
Identity verification
To keep your account secure and prevent unauthorized changes, we require identity verification before processing any updates. We use trusted third-party platforms such as Onfido for this purpose.
Once your identity is verified, please include the updated information in your message so we can process your request as quickly as possible.
Important security note
Please do not send your Social Insurance Number (SIN) through chat or email.
If you need to update information related to your SIN, let us know and our team will arrange a secure phone call to collect it safely.
After your update
After your information has been updated, be sure to protect your login credentials and review your account activity regularly. If you’ve changed your email address or other login details, remember to use the new credentials the next time you sign in.