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How to update your profile details

< 1 min read

What you can usually update #

  • Name formatting or display details
  • Email address
  • Contact preferences
  • Other profile information shown in the app or portal

What may need extra checks #

Certain details linked to compliance, ownership, or RICA may require a support review before they can be changed.

How to update #

  1. Open the app or portal.
  2. Go to Profile or Account Settings.
  3. Edit the field you want to change.
  4. Save and verify if prompted.

If a field is locked, do not worry – it usually means it is tied to a security or identity rule, not that the app is being moody.

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