Cleo

Where can I access my personal details within Cleo Invest?

1. Open the Cleo app
2. Go to Wealth
3. Select Smart Investing
4. Select the options menu at the top right
5. Then Your details

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What personal information can be updated?

Fields such as your address, occupation and risk tolerance can be changed. Simply click on the pencil icon next to the relevant fields to update it. Updating your risk tolerance changes the investment profile Atomic Invest uses to manage your account and may change your portfolio.

Legal name changes require formal documentation. Please contact <a href="https://intercom-help.meetcleo.com/en/articles/7913852-how-do-i-contact-cleo-customer-support">Atomic’s support team</a> for support. Changes to your legal name, date of birth or Social Security number require additional documentation and verification by Atomic Brokerage, and may not take effect until verified.

You want to know how to update your personal information for Cleo Invest

How do I update my personal information? Cleo Invest

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