Please be aware that changing certain KYC (Know Your Customer)-relevant details in your account may require you to undergo the KYC verification again. You can find more information about KYC-related details below.

Keeping your account details up to date is critical to ensure uninterrupted access and compliance. This guide will help you navigate the necessary steps.

Navigating to the ‘Personal Information’ Section

To update your profile information, follow these steps:

1. Access your profile: Click on the profile icon and select ‘Profile’ from the dropdown menu.
2. Update your personal information:
   • Navigate to the 'Personal Information' section.
   • You'll find subsections labeled ‘My Personal Information’, ‘Address’, and 'Wallets’.

How to Add Your Phone Number and Date of Birth

Adding your phone number and date of birth is straightforward:

1. Enter your phone number: Go to the 'Personal Information' section and type your phone number into the field labeled 'Phone Number'.
2. Select your date of birth: Use the dropdown in the field marked ‘Date of Birth’.
3. Save your details: Click 'Update Details' to save your phone number and date of birth.

How to Add Your Address

To add a new address to your account, please do the following:

1. Click on 'Add a new address': Navigate to the ‘Address' section and click on ‘Add New Address’.
2. Provide address details: Enter your complete address information.
3. Activate your address:
   • After entering your address, go to the ‘My Address’ section.
   • Click on ‘Activate’ to ensure your address is set to active.

How to Manage Your Wallets

To manage your wallets, please navigate to the 'Wallets' subsection.

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For detailed guidance on creating a wallet, refer to this article: How to Create a Wallet.

For instructions on connecting a wallet, please consult this article: How to Connect Your Wallet.

Can I Change KYC-Related Information?

In case you want to update your company information, you need to be the administrator of your company account.

Yes, you can change KYC-related information. However, please be advised that if you change KYC-relevant information, you will be prompted to complete the KYC verification (video identification procedure) again before making your next investment.

What Is KYC-Related Information?

Changes to your account can be broadly categorized into two types: KYC-relevant and non-KYC-relevant.

• Non-KYC Relevant Changes: These modifications do not impact your (or your company's) KYC status and can be made directly through your account settings. Examples include changing your password.
• KYC Relevant Changes: Changes that affect your (or your company's) KYC information, such as updates to phone numbers, addresses, or authorized representative information, require you to undergo the KYC verification process again.

KYC Relevant Updates Include but are not limited to:

For compliance with KYC requirements, it's important to keep the following information updated:

• E-Mail Address
• Phone Number
• Name
• Address
• Change of Legal Representative (only relevant if onboarded as Legal Entity)

Begin Your Investment Journey

Start your journey with StegX by clicking here to join the digital one-stop-shop for institutional real estate. If you have further questions, please contact us, our team is happy to help.

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