Change a Financial Advisor's Contact Information

Question:

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I need to update the phone number that appears in my clients' RoadMap reports. How do I do this?

Answer:

Each professional user assigns their own contact information that is not specifically set up on the organizational level - including phone numbers.

To change any user-level contact information, be sure you're logged in as the professional user that needs to update his/her information. Then, head to the "Hello, <First Name>" link in the upper-right corner of i65.

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In the next screen that appears, update the contact information as needed. Please note: The contact information will appear exactly as typed in the RoadMaps of clients. Take care to ensure that this information is as you would like it to appear.

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