Help centre
help article test 3 adviser
Keep your information current

Keeping your profile updated is essential for a better experience. Here’s how to do it.

Step 1: Log In

Access your account by logging in with your credentials.

Step 2: Go to Profile Settings

Click on 'Profile' in the menu to access your profile settings.

Step 3: Edit Your Information

Update your name, email, and any other relevant information. Make sure everything is accurate.

Step 4: Save Changes

Don’t forget to save your changes before exiting the page.

Keeping your profile updated helps us serve you better.
Last updated:
July 28, 2026

[linked articles]

No items found.

[linked categories]

Signing in to your account

Manage advisers

Groups