Help Center

Profile & Settings

Updating your details, bank and account status

Your details

How do I update my personal information?

Log in to your dashboard and open your profile settings to update your email, phone or address. Changes to your legal name may require documentation; contact Investor Relations for help.

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How do I change my linked bank account?

Log in, open your linked accounts, and connect the new bank through Plaid. Once it's verified, you can set it as your account for deposits and withdrawals and remove the old one.

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Why does CREB need to verify my identity?

Federal anti-money-laundering rules require us to verify who you are before you invest. It also protects your account from fraud and identity theft. Verification runs securely through Plaid.

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Closing

How do I close my account?

Withdraw your full balance from your dashboard, then contact Investor Relations to close the account. Interest is earned until the withdrawal is processed, and there's no fee to close.

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