Edit Profile Information
1. Click your name in the lower-left corner. 2. Click the Edit Profile in the upper-right corner. 3. Click on any field to edit the information. 5. Click Update.
The Details tab is your landing page when clicking on a client Account. It contains all Account Details in one location. The Details tab has expandable areas for: Account Details: Demographic information, technology solutions, and spouse/dependent ...
How To Edit Account Info (Mobile)
1. Open the Liscio Mobile App. 2. Tap the menu icon (3 lines) in the upper left-hand corner of the screen. 3. Tap Accounts. 4. Tap the arrow to the right of the account you would like to edit. 5. Tap the edit icon in the upper right-hand corner of ...
The Login Details Section
The Login Details section allows Account Owners to share account access information (such as logins for bank accounts, QuickBooks, Bill.com, etc.) with their firms and other Account Owners in a secure environment. This tab is available for all ...
How to Edit Employee Info
The following employee info can be edited by Firm Admins only: First, Middle, and Last Name Job Title Email address Phone Number Role Grant Signing Authority Assign the Default Message Recipient Note: Employees have the ability to edit their own ...