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How to update your Account and Profile
How to update your Account and Profile

Set up your profile with your personal information so your clients can easily recognise you.

Gavin Stanley avatar
Written by Gavin Stanley
Updated over a year ago

Adding a photo and customizing your profile with your firm details shows your human side in a digital tool.

Keep your profile updated for your clients to recognize you, add your email, and manage the password and two-factor authenticator.

Check this step-by-step on how to manage your account and profile:

  1. First, go to account settings to update and collect your profile information.

    * Click on edit personal details to change (Name, Date of birth, phone number, etc.)

  2. Click on save changes to update your profile information successfully.

  3. Go to account settings to update your account details.

    * Choose between changing your email and password or setting your two-factor authentication.

  4. Click on change email to update your email information.

  5. Click on change password to update your password information.

  6. Follow this link to learn how to set up two-factor authentication.

For more information, please visit our official website.

Thank you.

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