Update my contact details

You can update your contact details within your Adviser Portal by following the below steps. This is also where to add links to your profile.

  1. Login to your Adviser Portal

  2. From your dashboard, open the 'Profile' tab and navigate to the 'Contact' section on the left within the menu

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  3. Edit your contact details, as needed

  4. Click 'Save & Next'


Please note:

The contact details within this section will only be visible on your public Adviser Ratings profile if you have set your contact form as 'Visible'.

You can then control which details are visible by adjusting the settings for each individual field.

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Below is where potential new clients will see these details on your public Adviser Ratings profile.

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