Update your contact details

From your Adviser Portal, enrich your profile with contact details by following the below steps:

  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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