Guide to Updating Personal Information in the Justwealth Client Portal

This guide provides a straightforward process for changing your personal information in the Justwealth client portal.

Justwealth Team
7 steps
32 seconds

Justwealth

Navigate to [https://www.justwealth.com/](https://www.justwealth.com/)

Click "Client Portal" under "Account Access"

Insert your Email Address and Password, and hit Log In.

Click "Settings" in the left hand navigation bar.

The screen should default to "Personal Information"

You are able to adjust your phone number and address. If your mailing address is different from your entered address, unclick the "My mailing address is the same" checkbox at bottom left, and you will be able to enter a separate mailing address.

Note that you aren't able to change your legal name or email address from this screen - if you need to adjust those items, please call or email Justwealth Support ( 1-866-407-JUST (5878) / support@justwealth.com. Once you have completed your adjustments, hit Update.