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I want to be able to change the email address that owns the account
ALREADY DONE
Scenario: I set up pearler for exploration using private email address. I transferred in my HIN trust holdings. Later, I created my company holdings under the same log in. When I click on my initials top right, I get the overall value of holdings even if it's on the trust setting. I find this confusing, although a minor point as I want to change my configuration so this wouldn't be the case. On reflection, I want to log in with my company email address and see my company holdings and log in with my personal email and see my trust/personal holdings. I have shared with my company email, but I cannot make that email the owner even though it has full admin access. This also affects sharesight integration where you have set up sharesight with the 2 seperate email addresses, because it will take the email address you have logged in with and you will only be able to sync with the sharesight linked to your personal address. So for a workaround I have created a new pearler account related to my business email address, and shared the business holdings on pearler with that. Using this new account I have configured the sharesight integration. This leaves the company holdings still visible when I log in with my personal email, which I would prefer not to be the case. Other scenarios people may wish to do this are when they get married / divorced / id stolen etc. they may wish to or need to change their email addresses and block previous email address from access.
Kimi Seeley
6 October 2022
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Hayden
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Pearler
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Sat, 8th July 2023
Hi Kimi, if I am understanding you correctly, in this case you simply need to change the email address on your main account to whatever you wish it to be.
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Hayden
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Pearler
marked this request as
ALREADY DONE
・
Sat, 8th July 2023