In this article:
Overview
As a Group Plan administrator, you can update your company's plan contact information directly from your employer dashboard. This ensures Wealthsimple always has the right person on file for your group plan.
Eligibility
To access the employer dashboard and update your plan contact, you must be listed as an administrator for your company account.
Note: If you don't have administrator access yet, have an existing plan administrator contact your dedicated Client Success Manager, or contact our support team to request administrator permissions.
How to update your plan contact
- Log in to Wealthsimple on a laptop or computer
- Select your Profile icon
- Select your employer's name from the dropdown menu
- From your employer dashboard, select your Profile icon again
- Select Company Settings
- Under Company Information, select Edit
- Enter your updated contact information
- Select Save
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