Updating Your Personal Details

The My Account section allows you to update, add and remove basic information about yourself. Here you can:

Editing Your Personal Details

To edit your personal details:

1. Click on  Your Name in the top right corner of the screen, then click on My Account. Here you can review your personal details (salutation, first name, middle name, last name, date of birth, country of residence). You may update your personal details as needed.

2. If your credit card is issued by the U.S., select this checkbox.

3. Click Save to update your account details.

Changing Login Email Address

You may change the email address you give to us when you signed up.

Click on  Your Name in the top right corner of the screen, click on My Account, then click on the Communication Settings tab, type the new address under Login Email and click Save.

Adding Email Addresses

By default, we communicate with clients through the email address they give to us when they sign up. However, we understand that many of our clients use two or more email addresses regularly. If you wish to receive information or communicate with TFX from multiple email accounts, you may add additional email addresses. To do this, 

1, Click on Your Name in the top right corner of the screen, click on  My Account, then click on the Communication Settings tab, click Add Another Email Address, then type your email. By default, to the second email you will receive only the emails from your CPA & our support team, but not the  automatic reminders. If you also want to receive automatic reminders to the second email address, select the checkbox. 

2. Click  Save. The email address you added is now authorized to receive information from TFX. You may add as many email addresses as you want.   

Deleting Email Addresses

If you have more than one email address linked to your account, you may delete all your email addresses except for the primary email address.

Click on  Your Name in the top right corner of the screen, click on My Account, then click on the Communication Settings tab, click the Delete icon next to the email address you wish to delete, then click Save.

Changing Your Password

To change your password:

1.  Click on Your Name in the top right corner of the screen, click on My Account, then type your existing password into the Old Password box. The system will automatically check to make sure you provided the correct password. If the password you entered is incorrect, you’ll receive a notification.

2. Type your new password into the Password and Password Confirmation boxes. It should have at least 8 characters, one capital letter, and one number. Click on the eye icon if you would like to see the symbols entered.

3. Click Save to update your password.

Changing Your Phone Number

If your phone number has changed, it's a good idea to update the number in your account. That way, we can get in touch and confirm your identity in case of a suspicious login attempt.

To edit your phone settings:  

1. Click on  Your Name in the top right corner of the screen, click on My Account, then click on the Communication Settings tab.

2. Type your new number, then click Save.

Once the phone number is changed, you’ll need to verify it. Click the not verified icon next to the number, then repeat the verification process.

Once your phone number has been verified, the orange icon will become green.

Note: If you change from a verified phone number to an unverified phone number and then change back again, you will have to verify the original number again. 

Adding Phone Numbers

Once your first phone number has been verified, you may add more numbers. Adding two or more numbers is a good idea because it makes it easier for us to contact you if necessary.

1. Click on  Your Name in the top right corner of the screen, click on My Account, then click on the Communication Settings tab.

2. Click Add Another Phone Number, type your new number, then click Save.

Deleting Phone Numbers

If you have more than one phone number, you may delete all your numbers except for the primary one.

1. Click on  Your Name in the top right corner of the screen, click on My Account, then click on the Communication Settings tab.

2. Click the Delete icon next to the phone number you wish to delete.

Specifying the Best Time to Receive Calls

Our clients live all around the world. We understand that it's better to call whenever it's convenient for you. That's why you can specify the best time for you to receive calls.

1. Click on  Your Name in the top right corner of the screen, click on My Account, then click on the Communication Settings tab.

2. Select the time zone and the period of time when you're usually available. You also may leave notes about your phone number in the field provided.  

3. Click Save.

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