Skip to main content

Edit details of mywealth items

At any stage, you can edit certain details of any of your wealth items, such as the name, value, appraisal dates, ownership, usage type etc.

  1. First, select the wealth item that you wish to edit from the mywealth 
  2. By default the details tab will be opened, then select the right arrow until you come across a green edit button (n.b. some wealth items may not require you to navigate across as they may be visible on the first tab)
  3. Once in Edit mode, you will see which details, fields and drop down menus that you may edit. Once you’re finished editing, click the save details button

Leave a Reply