Follow these steps
Step 1:
From the left navigation menu, click on the Clients option.
Step 2:
Click on the client whose profile you want to update.
Step 3:
Click on Edit to open the client’s profile.
Step 4:
Navigate to the relevant section of the Client profile (e.g., Basic Details, Support Needs, Fund Details) and modify the required information as needed.
Step 5:
Review the changes to ensure all information is accurate.
Step 6:
Click on Save or Submit to apply the updates.