Name Change Process - All Custodians

Account holders can update their name in Tango at any time.  However, updates in Tango will only update the Tango profile and not the custodian information.  It is important that the account holder is provided the instructions on how to update this information directly with their custodian to ensure that tax documents are correct. 


Update Name in Tango: 

  • Log into Tango:
  • Click on 'Set-up' from the menu options
  • Click on 'About You' in the sub-menu
  • Under 'Name & Email ' click the yellow 'Change' button


Below are the forms required to update a name (custodian specific):


Optum Bank:

Group Number: 262 060 323







Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request