My screen got stuck on the payment page with the “waiting for approval” loading wheel after I entered my payment details. What should I do?
It may take time for your payment to be approved. If the page does not change, navigate to another page or refresh your screen. Alternatively Contact Support by clicking on the Feedback widget located on the right side of your page.
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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 ...
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.
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.
Updating my Billing or Credit Card Details
Keeping your billing information up-to-date is essential for uninterrupted service at Advice Revolution. Here's a quick guide for Practice Managers to updating the billing and credit card details of your practice account: Step 1: Access Your Practice ...
Updating/Changing the Practice Details and Logo
In the Advice Revolution portal, advisers can easily manage their practice details, including updating their practice logo. Your practice logo is a key element in branding and establishing a professional identity. Follow the steps below to ensure ...