Changing a client name

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.

Changing Client Name from Client Portal (client perspective):

Click on gear-icon button on right-side of screen:

Enter preferred client name in the boxes shown below:

Once the client name looks good - scroll down to the "Update" button, and click it: