How to Update or Change a Client’s Email Address in Wealth.com
Managing email addresses for client profiles in Wealth.com depends on the client’s status (e.g., Active or Invited). This guide provides step-by-step instructions for each scenario.
Active Clients
For clients who have created a wealth.com account, email updates require identity verification to ensure security. Follow these steps:
The client must contact support directly to request an email update.
Identity verification will be conducted via a Zoom call where the client presents a government-issued ID (e.g., driver’s license or passport).
Once verification is complete, the support team will update the email address. Note: This process is only applicable if the client is not using SSO (single sign-on with Google or Apple) for access.
You can either email support at support@wealth.com to submit your request or ask to connect with a live support team member. Our live chat hours are Monday-Friday 8:30am -5:30pm CST.
Invited Clients
For clients who exist on the Management Dashboard with a status of "Invitation Sent", the email address cannot be edited directly. Instead, you must delete the existing profile and recreate it with the correct email address. Here’s how:
Navigate to the Dashboard.
Click the three dots on the right side of the client’s profile.
Select “Remove Client” from the dropdown menu.
In the pop-up window, click “Confirm” to finalize the deletion process (this may take a few moments).
Once the profile is deleted, create a new profile with the correct email address.
Why is the Email Field Greyed Out?
Once a client profile is created, the email field becomes non-editable, which is why it appears greyed out. To correct an incorrect email:
For Invited or Advisor-Managed Clients: Delete the profile and create a new one with the correct email address.
For Active Clients: If documents have been created, the client must initiate an email update request and complete identity verification.
Updating Family Member Contact Emails
To update the email address for a family member or other contact:
Go to your Vault from the header in your account.
Select “Contacts.”
Find the contact, click the three dots next to their card, and choose “Edit.”
Update the email address and click “Update Contact” to save.
By following these steps, you can effectively manage email address updates for clients in Wealth.com. If you encounter any issues, contact support for further assistance.