[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!
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!