How to update or modify your investor profile?

To modify your investor profile from your online bank: 

1. Sign in to your online bank. 
2. Click Overview in the left menu, then select your investment account. 
3. Under Investor profile, click Display. 
4. Click Update. 
5. Update your personal, professional and financial information, and answer the investor profile questions, then click Continue. 
6. Review the summary information and make any changes, if necessary. Then, click Confirm. 

To edit your investor profile from your National Bank app: 

1. Sign in to your mobile app. 
2. Click Display next to Investor profile. 
3. Click Update now. 
4. Update your personal, professional and financial information, and answer the investor profile questions, then click Continue. 
5. Review the summary information and make any changes, if necessary. Then, click Confirm.