Updating Your Details

Learn which information you can update in your Client Portal, and how to update it.

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Updating Your Details

What can we do for you today?

What details can I update in the Client Portal?

In the Client Portal, you can update your:

  1. Email address;
  2. Password; and
  3. Mobile number used for two-factor authentication (2FA).

You cannot update your:

  1. User ID;
  2. Name;
  3. Date of birth; or
  4. Address.

To update this information, you’ll need to speak to us.

You can do so by emailing us at [email protected].

If you have any questions or concerns, please let us know by sending us an email at [email protected].

Mobile users

  1. Open the dashboard (this is the first screen after logging in).
  2. Tap the menu icon (≡) in the top right corner of your screen.
  3. From the mobile menu, select ‘Manage account settings’.
  4. In the Manage account settings menu (menu names appear at the top right of each submenu), tap ‘Manage account’.
  5. In the ‘Account’ page, ensure the ‘Settings’ tab is selected.

Desktop users

  1. Open the dashboard (this is the first screen after logging in).
  2. In the header, hover over your User ID.
  3. In the menu that appears, press ‘Manage account’.
  4. In the ‘Account’ page, ensure the ‘Settings’ tab is selected.

If you have any questions or concerns, please let us know by sending us an email at [email protected].

  1. In the ‘Account’ page and ‘Settings’ tab, locate ‘Email’.
  2. Press ‘Edit’.
  3. Enter and confirm your new email address.
  4. Press ‘Next’.
  5. Enter the 6-digit code sent to the email address supplied.
  6. Press ‘Next’.
  7. Enter your password.
  8. Press ‘Update’.
  1. In the ‘Account’ page and ‘Settings’ tab, locate ‘Password’.
  2. Press ‘Change’.
  3. Enter your current password.
  4. Press ‘Next’.
  5. Enter and confirm your new password.
  6. Press ‘Update’.

This will change the mobile number that is used for Two-Factor Authentication (2FA), so please ensure you have access to it at all times.

  1. In the ‘Account’ page and ‘Settings’ tab, locate ‘Mobile Number’.
  2. Press ‘Edit’.
  3. Enter your new mobile number.
  4. Press ‘Next’.
  5. Enter the 6-digit code sent to your new mobile number.
  6. Press ‘Next’.
  7. Enter your password.
  8. Press ‘Update’.

Getting started with the app

The Client Portal

Join our 100+ clients already using it.

  • Simple and secure login.
  • Real-time notifications for everything.
  • Accessible 24/7.
Mockup Smartphone image of the ADVICIFAS Client Portal QR-Code Easy Linking

The Client Portal is a vital part of our Client Care Services.

It is the only official channel through which we provide updates, documents, and progress reports.

Without registering and actively using the portal, you will not receive updates on your case, and our team will be unable to move your matter forward.

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Managing Devices

Manage devices, including renaming devices, keeping your account protected in event of compromise, all in your Client Portal.

Managing Devices

If there’s a topic you need support on but it isn’t currently listed above, let us know by either:

We’ll then update this page so that our clients can read up on that topic too.

The Client Portal

24/7 secure access to what matters most, only at ADVICIFAS.

Learn about our app
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Important legal information

The Client Portal is available to all clients. We don’t charge you for the Client Portal, but your mobile phone provider may charge for some services. Please check with them. Phone signal and functionality may affect services. Terms and conditions apply.

Apple and the Apple logo are trademarks of Apple Inc., registered in the U.S and other countries. Google is a trademark of Google LLC. Terms and Conditions apply.