The information on the People page of your account will be information that allows Equals Money support teams to contact you and is also a reference for other people within your company.


The information in the My details section has information specific to you that allows you to sign into your account.


Here is a guide on where your information is displayed and who can edit it:


What is the information called?

Where is this information displayed?

What is this information used for?

Who can edit this information?

Mobile number

My Details

Signing in (this is used for 2 factor authentication) and for adding new beneficiaries

Only you

Work number

People page

When Equals Money needs to contact you (e.g. your account manager, service information and marketing)

You, and certain roles within your company 

Email

People page

When Equals Money needs to contact you (e.g. your account manager, service information and marketing)

Only you

Email

My Details

Signing in (this acts as your username)

Only you