How to Change your Business Trading Name

*This is an Admin-only feature. If you are not your firms Admin, you will need to request your firm's Admin undertake this*


If your Business Trading Name is not the same as your company name, then you can change this by navigating to Admin Portal> Portals> General Info> Business Info and clicking on the pencil icon next to the "Business Trading Name", and then clicking on the Tick to save the change. This change will be reflected in all emails sent to your clients regarding the Client Portal.

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