Account Details

home/Knowledge Base/Account Details/

Can I Change the Name on the Account to Someone Else?

62 views 07/02/2020 Jordie Dale 1

Can My Paraplanner or Administrator Access My Quotes?

137 views 07/02/2020 Jordie Dale 1

How Do I Update My Address, Email or Contact Number on My Account?

117 views 10/02/2020 Jordie Dale 0

How to Add Agency Codes (SolutionBuilder Users)

106 views 13/02/2020 Jordie Dale 0

How do I sign up for an All Access, iPipeline Subscription?

40 views 15/04/2025 Katherine Weller 0

How do I make changes to my All Access subscription?

35 views 15/04/2025 Katherine Weller 0

What if my business is paying for my subscription?

29 views 16/04/2025 Katherine Weller 0

I need to manage our subscription, but I don’t require an account myself. Is this possible?

29 views 16/04/2025 Katherine Weller 0

All Access Subscription – Will I lose access to my previous quotes if I do not sign up by 2 June?

30 views 22/05/2025 Katherine Weller 0