Your login email address (which also serves as your username and primary contact information) can be updated in the Details area of your wealth portal.
1. Navigate to the Team section.
2. Click on Details, then open the Account Details tab.
3. Click on ‘Change’ right beside the Email (login) field.
4. Enter your new email address in the dialogue box and click on ‘Change email’.
To ensure the security of your account, this triggers a two-step process.
1. An email will be sent to your current login email address in order to confirm the change. Click on the link in the email to move to the next step.
2. A second email will be sent to the new email address you’ve set, in order to verify the transfer. Click on the link in the email to finalise the change.