Log into the app: Start by visiting the login page of your Aequitec account and login. If you are testing our solution, please check whether you do want to login to the preview.

Navigate to the Portfolio section: In the start screen navigate to the portfolio section and select the company for which you want to update your data, e.g. your address, mobile phone number of bank accounts.

Select the pen: In order to update the data you need to select the black pen on the upper right. This will enable you to enter new data, e.g., your new address.
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Click save: Do not forget to save your new data entries by clicking on the save button at the very end of the form. Done!