Portal Support / Editing a Firm’s Address, City, State, and/or Zip Code
To update your firm’s address information in the Portal, follow these steps:
- Login to the Portal.
- Click on Firm Admin on the top toolbar.
- Select Firm profile on the left sidebar.
- On the Firm profile screen, click the Edit button at the bottom of the page.
- Update the information in the address, city, state, and zip code sections.
- Scroll down and click Save or cancel if you don’t wish to keep these changes.