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!
Click on the interactive screen below where it's highlighted to help guide you through the next steps!
Please follow along with your own AdvicePay account through the steps to update your name and/or email address:
Once the email is updated in the account, please ensure to verify the change in the new email address inbox. This is extremely important since it won't be changed until this step is taken.
The email sent from us to verify has the subject line: "Email Verification Requested."
Remember: if you change your email address, you will want to use that new email to log into your account in the future. 👍