If your name has legally changed due to a recent marriage, divorce or another reason, it’s important to update that with us so the IRS can properly identify your account for tax reporting reasons. The name on your Capital One Investing℠ account needs to match your name as it appears on your Social Security card. Here’s how to change your name:
Fax or mail the documents to:
1-866-996-6417 (toll-free) or 206-805-0791
Capital One Investing, LLC.
PO Box 4249
Seattle, WA 98194-0249
Fax Tips: To ensure that your document will be legible after faxing, please consider the following suggestions:
- If you are faxing a document with a colored background, try making a lighter copy first and then send.
- If your document has very faint print, darken a copy before faxing.
- If the document has very small print, try making an enlarged copy before faxing.
- Use blue or black ink – red and green ink do not fax well. If the original document includes red or green ink, fax a copy
Tip: Looking to add another person to an individual account? While it’s not possible to add an account holder to an existing account, it is possible for two individuals to open a joint account together. Assets can then be transferred from the original individual account by following these steps.