Team profiles

How to amend your team member’s accreditations and memberships

Instructions

  1. Log in to your WordPress Dashboard.
  2. On the left-hand side menu, go to People.
  3. Select the individual you wish to update by clicking Edit under their name.
  4. Tick the checkbox under Financial adviser.
  5. Scroll down until you reach the Accreditations and Memberships section. Tick the relevant boxes for the adviser.
  6. Add any links if applicable (such as your FAAA verification link).
  7. Click Publish at the top of the page.

Don’t want to manage updates yourself?

Purchase a support ticket package to save your team time.