fbpx

Accounts Geek

How to add or change your personal details

1. Login to your client portal account:

2. Once logged in, click on the top right dropdown arrow next to your profile picture.

3. Once the menu has dropped down, click on “My Profile/Settings”

4. Here you can upload your profile picture, add or change your basic information and add any other information. 

5. As, always, don’t forget to click the “Save” button, once you’re finished.