How to update adviser profiles


  1. Log in to your WordPress Dashboard.
  2. On the left-hand side menu, go to People.
  3. Select Edit under the name of the specific person you would like to update.
  4. Make sure the Financial Adviser checkbox is ticked. Then, under Adviser Profile PDF remove the existing file by selecting the “x” icon and replace it with the new file.
  5. Click Update at the top of the page.
  6. Note: If you would like to change a person from an adviser to a non-adviser, simplify untick the Financial Adviser checkbox and then click Update at the top of the page.