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 details 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 on invoices and subscription invoices.
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'll see the option to update their email. Otherwise, only clients can update their own name and email address in their Profile when they are logged in to their account!
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. 🔒 Read more here.