To update your permanent residential address follow these instructions:
- Sign in to app.evergreenwealth.com
- Select the ‘Settings’ tab
- Click on the ‘Profile’ section
- Click on the arrow button located in the ‘Address’’ field
- Enter updated permanent residential address and press ‘Continue’
Note: You must provide your permanent residential address. Evergreen Wealth does not accept P.O. boxes or commercial addresses.
To update your email follow these instructions:
- Sign in to app.evergreenwealth.com
- Select the ‘Settings’ tab
- Click on the ‘Profile’ section
- Click on the arrow button located in the ‘Email’ field
- Enter updated email
You will be prompted to complete the email verification process by receiving a pin number to your new email address.
Once you have completed the email verification process, you will see a prompt letting you know that your email has been verified and your profile has been updated
To update your mobile phone number follow these instructions:
- Sign in to app.evergreenwealth.com
- Select the ‘Settings’ tab
- Click on the ‘Profile’ section
- Click on the arrow button located in the ‘Mobile Number’ field
- Enter updated mobile phone number
You will be prompted to complete the phone verification process by receiving a pin number to your new mobile number
Once you have completed the verification process, you will see a prompt letting you know that your phone number has been verified and your profile has been updated
Note: Profile updates can only be completed after 30 days of your Evergreen Wealth account being opened.