Changing a client name

There are two ways to change a client's name.

From the client's preferences section:

1. Access the client's portal




2. Click "preferences"




3. Change the first, last and full name, then click "update" at the bottom.




Firm admins only: 

Start by clicking the View Accounts button on the advisor dashboard.

After clicking the View Accounts button, select the Assign Accounts tab.

Once you are on the Assign Accounts page, select Householded to see the list of active households. To edit the name of the existing household, click on the pencil icon button.

After selecting the pencil icon button, a pop-up screen will appear where you can edit the full name, first name, and last name of the household. To save these changes, click the orange checkbox button.