How do I change the email address I use to log in?

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.

To change your email address:

1. Navigate to the Team section.
2. Click on Details, then open the Account Details tab.
3. Click on “Change” next to the “Email (Login)” field.
   
   
   
   
4. Enter your new email address in the dialogue box and click on “Change email”.
   
   
   
   
5. To ensure the security of your account, this triggers a verification process.  An email will be sent to your new email address. 
   
   
6. Locate the confirmation email and click on the link. 
   
7. The link takes you to the portal login screen where you can use your new email address and exisitng password to access your account. 
   
   

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