Phone Number - APP | How do I add or edit my phone number?

Modified on Thu, 06 Apr 2023 at 07:12 AM

If you are on the app, log in to your advisor account, then select the tab "Settings" and touch on the "Phone Number" option.

 

From there, you can add your phone number or edit it. You have to choose your country code first and then enter your phone number. As soon as you have added or edited your phone number, tap the "Text me my code" button. 



You will receive an SMS verification code on your mobile. Once you receive it, your phone number has been verified successfully. 


To see the change reflected, exit "Settings" and re-enter.



IMPORTANT! 
Make sure your voicemail off!


If your voicemail is on, we'll have to deactivate the calling feature for the safety of you and your customers. A customer could gain personal information about you through your voicemail message or may leave personal information about themselves. 


This violates the rules of our platform and keeps you from boosting your business with calling. Always double-check that your voicemail is off before you log on to receive calls.

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