Use the My Account page in the Customer Portal to update the information you gave when you enrolled. If the company you enrolled with has asked you to complete additional information, you can do that here too.
Step 1 — Open My Account
Sign in to the Customer Portal using the Enrollsy app or your company's sign-in link. Don't sign in from Enrollsy's website. For help signing in, see How to Log In to the Customer Portal.
Click the menu in the top-right corner, then click My Account.
Step 2 — Update Account Holder Information
Click Account to edit the Account Holder's answers from the Enroll Form, such as:
Contact information
Marital status
Other Enroll Form questions
Step 3 — Update Enrollee Information
Click an Enrollee's name to edit their answers from the Enroll Form, such as:
Gender
Birthdate
School name
Grade
Step 4 — Update Program Form Answers
Program Form questions are specific to the Program you enrolled in. To edit them, click the Enrollee's name, then find the Program.
Step 5 — Save Your Changes
Click Save at the top or bottom of the page.
Note: To update a card or bank account, see How to Add or Edit Payment Methods in the Customer Portal.
Complete Outstanding Documents
If the company needs documents from you, a red banner appears at the top of the Customer Portal. Click the banner to see the list, then:
Click the download icon to download a document
Click Upload to upload a completed document
For documents marked Check email, open the signature request email to sign
For step-by-step help, see How to Download or Upload a Document in the Customer Portal and How to Receive and Complete E-signature Documents.