How do I update my communication preferences?

You can update your communication and notification preferences by following the below steps.

1. Login to your Adviser Portal

2. From your dashboard, select your avatar from the top right corner and click ‘Settings’ from the drop-down menu



For contact details, navigate to the ‘Personal details’ section on the left within the menu

For communication preferences, navigate to the ‘Communication’ section on the left within the menu

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3. Enter email address(es) 

4. Save your details