How do I change my tax residency on Vested?

How do I change my tax residency on Vested?

You can change your tax residency status by logging into DriveClient and following the steps mentioned below:

1. Log in to the client portal of Drivewealth (Our broker partner)
· Enter your Brokerage Account number
· Enter the last four digits of your current SSN (SSN number = TAX ID number)
· Select "Email ID" for the verification code
· Enter Date of birth
· Click on submit
2. Enter the verification code sent to your email id
3. Click on "User Information."
4. Click "Edit" (You may find it at the top right corner of the page)
5. Enter the TAX ID you wish to update in the "Tax Identification Number" column
6. Enter the complete address and country of tax residency
7. Checkmark all the options and click on submit
8. Lastly, upload the ID proof under "Name/TIN Supporting Document" (the ID proof you upload should have the TAX ID/SSN available on the document).
9. Once you have updated the tax residency from your end, kindly email us at kyc@vestedfinance.co mentioning the change of tax residency so we can make the relevant changes in your Vested profile.​