I want to update my account details

This article is intended for company assistants and advisers who are looking to update their account settings. If you are an admin user, you might be looking for the admin quick steps article.

Below is a video guide on how to update your account settings:

1. From your dashboard, open the ‘your account’ drop-down menu.

2. Press ‘settings’.

3. Change your name, email, phone number or cookie settings, then press save.