Learn update your personal details in the client portal .

Here you can preview your details.

1) Click the Account  details link.

This is the personal details page where we can modify our name, address and more.

Let’s go ahead and make some changes.

2) When finished, click save changes.

That’s it! Our personal details have now been modified.

3) Click the client area link.

Our new updated personal details can be seen here.