How do I change my practice details or logo?

Your practice details and logo can be updated in the Practice Profile page.  This can be accessed via the Practice drop down list located on the left hand side of the menu at the top of your screen.

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• How do I change my password?

  You can change your password on the login page. Click on the “Forget Password” and an email will be sent to your user email address to reset your password.

• How do I edit my client's details?

  In the table on your Advisor Home Page: Click on the pen icon in the far right column of your client's row to edit their details.