How to Edit a Client's Profile: Name, Email etc.
Please note if you are a Standard Advisor, you may not see the ability to edit a client in your account! If this is the case, we recommend reaching out to your Account Owner for more details and options for assistance.
If the client is still unregistered and doesn't have any payment information entered on their account, or any payments marked as paid, you'll see the option to update/edit their email. Otherwise, only clients will need to update their own name and email address in their Profile when they are logged in to their account. If your client is unregistered please send them the invitation link in their profile for them to create a password.
One of the ways we stay compliant and secure is by not giving the advisor the ability to change the email after they have registered or have payment information entered into their account. Learn more here.
If the email address and/or name can be edited please proceed.
1. To begin head over to the left sidebar and click on Accounts, then Clients. Use the drop-down actions arrow to Edit Client.
2. The modal will appear, update the desired/applicable information and click Save Profile.
When you edit a client's name, anything new created for the client will reflect the changes on invoices and subscription invoices.