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

    • Related Articles

    • Troubleshooting Client Login After Receiving Advice Revolution Invitation

      After receiving the client portal invitation email, clients can activate their Advice Revolution client portal login by creating a password. The email will include a link (like the screenshot) for them to set their password and access the portal. The ...

    • Changing the Login Email of Your Adviser Account

      At Advice Revolution, we understand the importance of keeping your account information current. This guide walks you, our valued adviser, through the steps of updating your login email address. A friendly reminder to ensure a smooth transition, the ...

    • Xplan Client Not Found in Advice Revolution's Sync Client Page

      When you connect your Xplan account to Advice Revolution, clients from Xplan will usually appear automatically on the Sync Client Page. However, if some clients are missing, here's what to check: Adviser Login (Xplan): Make sure the Xplan account ...

    • Updating the Client Portal Settings of a Client

      At Advice Revolution, we understand the importance of clear communication with your clients. That's why we offer you the flexibility to adjust their client portal settings to optimize data gathering and information exchange. Here's what you can do: ...

    • Editing my Client's Name and Contact Details

      Ensuring accurate client information is crucial for effective communication and relationship management. This article provides step-by-step instructions to help you seamlessly update client details in the Advice Revolution portal, ensuring your ...