Adviser Account is Not Receiving Client Updates and Email Communications from Advice Revolution

Adviser Account is Not Receiving Client Updates and Email Communications from Advice Revolution

The Advice Revolution portal sends email communication and client updates to one designated email address per adviser account. This ensures timely delivery of important information. To ensure on the loop communications, advisers may simply double-check the registered preferred email address of the adviser account. The following steps guide advisers through checking and updating the preferred email address of their adviser account.


1. In the upper-right corner of the page,  go to User Profile and check if the email is correctly spelled.  


2. Check the email and ensure that it is spelled correctly, and the preferred status is Yes.

Tip/s:
1. If your email address is spelled correctly and set as preferred within the Adviser Portal, you might want to check your spam or junk folder just in case. We want to make sure you don't miss any important updates!.
2. Another reason could be that your company restricts you from receiving emails outside of your organization. You can ask your company’s IT administrator about it and how it can be made possible.

For questions or clarifications, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30- minute Get Help discussion with our team, kindly use this calendar to book the session.

Published on: June 19, 2024
Version: 1.1

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