Accounts details can be edited from the account management screen.

If you're currently inside of the task list, press the top-right drop-down, choose switch back, press the top right dropdown again and choose "Account Settings".

The system requires the existing password to be entered, if you forget this password you can reset the credentials by logging out and choosing "Forgot Password" from the Login Screen.

To improve the turnaround time for our compliance officers, we've created a dedicated email to expedite compliance requests. To get in contact with Compliance Support, please email compliance@advisorwebsites.com or submit a ticket. We've also introduced a dedicated compliance line at 1-866-638-0273 ext.5, if there's ever anything urgent.