You can update your name and phone number on your Settings Profile page. If you need to edit your email address or change any other information, please ...

Allocate places great importance on keeping your information secure. We encrypt all personal information on our website and our technology team endeavors to...

Allocate is required to complete identity verification procedures for Know Your Customer (KYC) purposes. As such, we require you to verify personal informat...

At this time, our platform does not support the transfer of any investment to another account. Investments are illiquid until maturity (namely, the full...

I you wish to close your account, please contact us at irsupport@allocate.co.