Editing Personal Information
To edit your personal information, such as your name, mailing address, or phone number click on the person icon in the top right corner:
Here you will be able to upload/edit a photo, edit your first/last name, add a secondary mailing address, or update your phone number
Please note that only your advisor can update your email address. If you'd like to update your email address please reach out to your advisor and let them know
Updating a client's email address (Advisor Only function)
On the advisor dashboard page click on All DAF's
Click the three dots to the right of the client's name that you want to update the email for
Click Edit Client Details
Update the email address to the correct one and click Save
The client will receive an email to the new email address and will be asked to confirm these changes
