How to Update your Personal Information in our Client Portal

Estimated reading time: 3 minutesLast updated on: August 31, 2021

When you need to update your personal information and account security, you have the ability to do so in your Client Portal. Making changes to old passwords, contact information, account beneficiaries, and more is possible – and you don’t have to fill out any forms to do it, either!

Account Management

To access the Account Management section in your account, you’ll start by logging in to your Client Portal and locating the blue button on the right titled “Account Management”. By clicking on this, you will be taken to a page that give you the option to select what information you’d like to update. You can also reach this page by clicking on the drop down tab at the top, which also is labeled “Account Management”.

Once you are there, your screen will be on the “My Settings” dashboard. You can set your preferred time zone and language here. Additionally, there will be new, dark blue tabs on the right hand side now where the blue buttons used to be, all which have to deal with managing your account.

Password Changes

If you click on “Change Password”, you will have the ability to update your old password to something new. You will have to verify your old password along with confirming your new password. Once you have decided on a password, you can hit save and the information will be updated for your account. It is a good idea to change your password often to ensure your account is as secure as possible. 

Contact Information

If you click on “Change Contact Information”, you will have the ability to update your personal contact information. Legal address, mailing address, phone number and additional emails can be changed in this section. Click the save button at the bottom when you are finished, and the updates will be saved.

Updating Beneficiaries

To update the beneficiaries on your account, you’ll want to click “Change of Beneficiary”. Here, you will be able to either complete a new beneficiary designation through a secure E-signature link or you can download the PDF version to fill out and upload. We will have the information updates as soon as it has been reviewed. 

Payment method

You can also view the credit card method you have on file for your Quest accounts, but at this time, you do not have the option to update this information in the Client Portal. But be on the lookout, because this feature – plus many others – are on the way! 

Questions?

 If you have questions about updating your personal information like this or anything else regarding account management, we’re happy to answer any questions! You can contact a Quest representative by emailing AccountsServices@QuestTrust.com or calling our offices at 1-855-386-4727 and we will be able to help you out!

Sarah Bio

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