This is really easy. To change your name and / or add your job title and qualifications (e.g Chartered Financial Planner) go to Account Admin > Your Details.


To change or add your company name, address and telephone number go to Account Admin > Your Company Details.


 Only Account Admins can change company details. If Your Company Details is not available within Account Admin, you will need to contact the administrator of your account to make these changes for you.