Edit Account Information for an Account Holder

To edit the name on an account:

1.  You may change the following:

●    Enter any Name changes for the account.

●    Change the  account category, and enter a Company Name if you change the account category from Individual to Company.

2.  Continue to make changes to Account Information, or to save your changes, click the Submit button.

To update the Residence for an account:

1.  Select the Residence option.

2.  Continue to make changes to Account Information, or to save your changes, click the Submit button.

To enter/edit the Tax Exempt status for an account:

1.  Select the Yes, I have Tax Exempt status checkbox.

2.  Enter your Tax Exempt Certification number in the corresponding text box.

3.  Continue to make changes to Account Information, or to save your changes, click the Submit button.

To override the "Active" qualification for an account:

1.  Select the Distributor Status - Lock as "Active" checkbox.

2.  Continue to make changes to Account Information, or to save your changes, click the Submit button.

To lock the rank for an account:

1.  Select the Lock checkbox and select the rank you want to lock the account at from the drop-down menu that appears.

2.  Continue to make changes to Account Information, or to save your changes, click the Submit button.

To unlock a locked rank for an account:

1.  Select the Unlock checkbox.

2.  Continue to make changes to Account Information, or to save your changes, click the Submit button.

To change the Account Status:

1.  Select the Account Status (from the drop-down list):

●    Active

●    Locked

●    Pending

●    Vacant

2.  Enter the Reason for Change in the textbox.

3.  Continue to make changes to Account Information, or to save your changes, click the Submit button.