Each dashboard user has a unique User profile, which contains basic information such as email address and phone number, and one or more Accounts, each containing an onboarding application for an individual, entity or joint account.
To edit the User information follow these instructions:
select the Account Button in the top right corner of the page;
select Profile settings;
edit the desired fields and Save.
To edit the Account information follow these instructions:
select the Account Button in the top right corner of the page;
select My Accounts;
click on the name of the Account that you wish to edit, and click on the Edit button in the top right of the page;
once happy with the changes, click on Complete in the right of the page.
