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. For the step-by-step process, kindly refer to the video below.
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I want to change or update my adviser details like name, phone number, email address, address, etc. Where will I do that?
You can change your adviser user details such as name, phone number, email address, address, and ARN via the User Profile Page found in your Adviser account. Kindly refer to the video below for the step-by-step processs.