How to Edit a Client's Profile: Name, Email, etc.

Depending on the settings your firm has established, please note that 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 detail and options.

To edit a client's profile information:

1. Go to Clients > View Client for the person you want to update

2. Click Edit Profile

3. Update the desired information and click Save Profile

When you edit a client's name, anything new created for the client will reflect the changes you've made. Anything that already existed in our system will not get updated.

(For example, if a client has an ongoing subscription and their name is changed, the name associated with the subscription will not update. Additionally, any historical payments will all keep the old name.)

Need to change the client's email? If the client is still Unregistered and doesn't have any payment information entered into their account, you will see the option to update their email! Otherwise, clients have the ability to update their own email address underneath their Profile when they are logged in to their account!

One of the ways we stay compliant and secure is not giving the advisor the ability to change the email after they have registered or have payment information entered into their account. 🔒 Read more here.

How to Edit a Client's Profile: Name, Email, etc.

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