Navigate to the 'My Firm' tab on the left side of your Advisor Portal. Here you will find information about your Firm such as:
- Firm Type
- Firm Name
- Website
- Main Contact Name
See the 'Personal Info' section which will contain the advisor's information:
- Name
- Phone Number
You will also have the option to reset your password and set up 2-step verification which adds a layer of security to your account.
For security reasons the information found in this section can not be edited. If any changes have occurred to any of the information in this section, please contact your Vestwell representative or email clientsuccess@vestwell.com.
We hope you found this article to be helpful. If you need additional assistance, don't hesitate to get in touch with us at clientsuccess@vestwell.com.