Understanding Account Types
XM offers various account types for traders, including the Standard, Micro, and Shares accounts. Each account may have different requirements for changing account details and understanding the specifics of your account type is crucial before making any changes.
Accessing Your Account
To begin the process of changing your account details, log into your XM account. Visit the official XM website and click on the 'Login' button located at the top right corner of the page. Input your registered email address and password to access your account dashboard.
Navigating to Account Settings
Once you are logged in, navigate to your account settings. This can typically be found under the 'My Account' or 'Profile' section. Look for options labeled as 'Account Settings', 'Personal Data', or similar. Upon selecting this option, you will be directed to a page displaying your current account details.
Updating Personal Information
On the account settings page, you will see fields where you can update your personal information such as your name, address, phone number, and other contact details. Make sure the information you are entering is accurate and matches the documents you may have submitted during account creation.
Changing Payment Method
If you need to change your payment method, this process typically requires additional verification. Navigate to the 'Payment Methods' section within your account. Select your desired payment method from the available options, and follow any prompts to verify or link your new account.
Submitting Additional Documents
In some cases, XM Malaysia may require you to submit documents that verify your identity or support the changes you are making. This can include a copy of your ID, a utility bill for address verification, or financial documents. Ensure all documents are up to date and accurately reflect your current information.
Confirming Changes
After updating your account details, you must confirm the changes. Look for a confirmation button, often labeled 'Save', 'Update', or 'Confirm'. Make sure to click this to ensure your changes are recorded. You might receive a notification confirming that your details have been updated successfully.
Checking for Updates
It is advisable to log out and log back in after a short period to ensure that all changes have been processed correctly. Verify that your updated information reflects correctly on your account dashboard.
Contacting Customer Support
If you encounter any issues while trying to change your account details, do not hesitate to contact XM Malaysia's customer support. They provide assistance via live chat, email, and phone. Make sure to have your account information ready for verification purposes when reaching out.