Articles on: Client Portal

About Me

The About Me tab is accessible from any screen in Plannr from the menu on the left hand side. As the name suggests, this is the section to go to when you need to give your financial advisor information about yourself.

Personal Details

The first section is Personal Details, and these can be edited at any time by selecting the pen icon in the top right. Once you've finished editing, ensure to press Save.

Contact Details

The second section is Contact Details. Here you can see all the existing contact methods that are on record for you. You can amend these at any time by selecting either the pen icon to edit or the bin icon to delete.

You can also add new contact details (either email, phone or address) here via the + icon. This brings up the following screen for you to fill out and Save.

Updated on: 09/10/2023

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