How to Edit Your Name or Email Address

Both you and your advisor can edit the name on your account and future invoices, but for security reasons only you have the ability change the email address associated with your account if you've registered it or have entered payment information! 

1. Click on the top right drop down menu and select Your Profile.

2. Update the relevant information, and click  Save Changes

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.

Remember: if you change your email address, you will want to use that new email to log into your account in the future. 👍 

Psst. Looking for help logging in or resetting your password? We can land a hand!

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