[Advisors] How to Update Your Email, Name, or Firm Name

Did you misspell your name when you registered on AdvicePay? (It happens.) Or did you get a fancy new email address? Whatever your situation, you can change your account information anytime in just two steps!

1. Click on the top right drop down menu and select Your Profile (under your top-right drop down menu in your account).

2. Update the relevant information, and click  Save 

Tip: When updating your email, you will receive a verification email to your new email address with the Subject line of "Email Verification Requested" -- once you click the button in that email to verify the update, it will then permanently change your email address in your Profile!

If you see a message indicating the ability to edit your personal details is turned off, please contact your Enterprise home office for more info! Some firms have this permission disabled, as they update all details via our API. 👍

Updating your Firm Name

Your Firm Name is used on invoices and in notification emails to clients. 

To update this field, visit your Account Settings.

Under Company, update the Firm Name field and click Save!

Still need help? Contact Us Contact Us