Illuminate

How do I update my personal information?

Illuminate makes it easy to update your contact details, financial information, and investment preferences.

Updating Contact Information

To update basic personal information:

  • Navigate to the Profile tab
  • Tap on your name
  • Tap Edit in the top right corner of the screen
  • Here you can update your phone number and address

Updating Financial Information

  1. Go to the Profile tab
  2. Select Settings
  3. Tap Financial Profile
  4. Here you can update: annual income, net worth information, sources of wealth, employment status, marital status, and number of dependents

Updating Investment Preferences

  1. Go to the Profile tab
  2. Select Settings
  3. Tap Investment Profile
  4. Here you can update: investment goals, time horizon, investment experience, risk tolerance, investment preferences, and guided investing preferences (Illuminate risk level and investment theme)

Remember to save your changes after updating any information. If you encounter any issues, please send us a message on the app or email hello@illuminate.earth.

Illuminate

Form ADV Part 2A

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Terms of Use

Illuminate Advisers, LLC ("Illuminate") is an investment adviser registered with the Securities and Exchange Commission ("SEC"). By using this website, you accept our Terms of Use and Privacy Policy. Illuminate's investment advisory services are available only to residents of the United States in jurisdictions where Illuminate is registered.

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns (or probability projections) may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations.

Illuminate is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.

These are not, nor intended to be, a testimonial or endorsement of Illuminate's services.

Chart performance data from S&P Global Dow Jones Indices. All energy companies in the S&P 500 are fossil fuel companies and were excluded from the comparison.