[Advisors] How to Edit a Client's Profile: Name, Email, etc.
To edit a client's profile information:
1. Go to Clients > View Client for the person you want to update
2. Click Edit Profile
3. Update the desired information and click Save Profile
When you edit a client's name, anything new created for the client will reflect the changes you've made. Anything that already existed in our system will not get updated.
(For example, if a client has an ongoing subscription and their name is changed, the name associated with the subscription will not update. Additionally, any historical payments will all keep the old name.)
One of the ways we stay compliant and secure is not giving the advisor the ability to change the email after they have registered or have payment information entered into their account. 🔒 Read more here.