How do I update my payment details?

If you have used your credit card for your Pro Account, you might need to update your details at some point. Here’s how you may do so: 1. In your wealth portal, click on myprofile 2. In the drop down, select mydetails 3. Click on the account details tab 4. Click...

How do I change my log-in email address?

Here’s how to change your log-in email address for your wealth portal: 1. In your wealth portal, click on myprofile 2. In the dropdown, select mydetails 3. Click on the account details tab 4. Select change next to the Email (login) field 5. Enter a new login...

How to add a team member with guest access to your account

In the myteam tab, click My Team. Choose the type of team member you want to add and press the Add button in the appropriate category, such as Family Member. Fill in the new team members details and check the Allow guest access box. You might also be interested in How...

How to add a team member without guest access

In the myteam tab, click My Team. Choose the type of team member you want to add and press the Add button in the appropriate category, such as Family Member. Fill in the new team members details and uncheck the Allow guest access box. You may also be interested in How...