📝 Note: This article assumes you are already logged into the portal. If you need assistance logging into the portal, follow the steps in our Client Portal article!
Update My Information lets you update your personal information so the firm has immediate access to your current phone numbers, addresses, and other details. If your email changes, please contact the firm so they can update it in their system!
▶️ Updating Your Information
After logging in to the portal, click Update My Information. You can do it from the main page or after clicking your name in the top-right.
1. You can click the ◀️arrow to return to the main Client Portal page.
2. Edit your First and Last Name and Phone Number.
3. Click + Add Phone to add additional numbers to your profile.
4. Add or Edit your Address. The fields, in order, are the Number and Street, City, State (drop-down), and Zip Code.
5. Click + Add Address to add additional addresses to your profile.
6. Add or Edit your Date of Birth (DOB).
7. Add or Edit your Social Security Number (SSN).
8. Once finished with your edits, click Save.
