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Making Changes to an Existing Contact
Making Changes to an Existing Contact

This article goes over how to edit the details of an existing contact.

Updated over a week ago

You can update the information of any of your portal contacts by accessing the Contacts section on your dashboard.

  1. Click Contacts from your dashboards menu

  2. Select the contact that you need to make changes to

  3. Click Edit from the contact information window

  4. Make any necessary edits to the listed fields, such as the name, email, phone number, or other details.

  5. Click Save

Please keep in mind that the email address associated with a contact is the email address investors will use to login to the portal.

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