[Advisors] How to Edit a Client's Profile: Name, Email, etc.
Depending on the settings your Enterprise firm has established, please note that you may not see the ability to edit a client in your account! If this is the case, we recommend reaching out to your Home Office for more details and options.
If the client is still unregistered and doesn't have any payment information entered into their account, or anything marked as paid, you'll see the option to update their email. Otherwise, only clients can update their own name and email address in their Profile when they are logged in to their account. If your client is unregistered please send them the invitation link in their profile for them to create a password.
One of the ways we stay compliant and secure is by not giving the advisor the ability to change the email after they have registered or have payment information entered into their account. Learn more here.
If the email address and/or name can be edited please proceed.
1. To begin head over to the left sidebar and click on Accounts, then Clients. Use the drop-down actions arrow to Edit Client.
2. The modal will appear, update the desired/applicable information and click Save Profile.
When you edit a client's name, anything new created for the client will reflect the changes on invoices and subscription invoices.