Updating Your Information

In today’s quick Working with West Invest video we’ll go over keeping your information up to date. Life happens, and we want to be in the loop of any contact information updates, beneficiary changes, or major life events.

For contact information updates, give us a call. This includes your mailing address, phone numbers, and email addresses. We’ll verify your identity and make the appropriate updates in our records.

If you want to update the beneficiaries on any of your accounts, we’ll need to complete some paperwork and obtain your signature. In some cases, you might even need your spouse to sign off on the change and have the change of beneficiary notarized!

But when something major happens, it’s time to meet with the financial advisors. Life events like marriage, divorce, having a baby, starting a business, or inheriting funds can have implications for cash flow management, tax strategies, estate planning, and more. We’re here to support you in these times of change.