Update your details
Change your contact or banking information, and what happens next.
Start: your portal, My profile Result: your details are updated, or sent for approval.
Steps
- Go to My profile.
- Edit the detail and save.
What applies immediately, and what does not
Most contact details apply straight away.
Your name, email address and banking details do not. Those go to your managing agent for approval first.
That approval step protects you. A banking detail that changed silently is how a payout ends up in someone else’s account - so the delay is deliberate.
Expect your agent to phone and confirm a banking change. That is correct practice, not suspicion.
Some agents turn self-editing off entirely. If you cannot edit a field, send your agent a request instead.
Related
- Companies and usersEverything belongs to one company, and each person sees only what their role allows. Who sees what, and why.
- OwnersAn owner holds one or more units and receives what they earn, less costs. The owner view is a roll-up of the units beneath it.