What is required to change an address on an account? – Client Procedure

• In the Alkami platform the client will be able to make the following demographic changes:
  • Change of Address for Physical Address Only
    • Mailing Address must be completed by the CX Team
• REQUIRED: CX must guide the client in updating their mailing address, phone number, or email address through the Online Banking Platform self-service before attempting a manual demographic change. Refer to the corresponding OLB platform and demographic procedure below
  • If they do NOT have time to update their information, secure message the Alkami steps

Email template: Demographic Changes: Change of Address (Self Service OLB Instructions)