Change Your Name on Your Proof Account

The article explains how recipients can update their first and last name on their Proof account by accessing the Identity section through either the initials dropdown menu when not in a transaction or the question mark icon's Account settings during an active transaction, then editing and saving the Basic information fields.

Change Your Name on Your Proof Account

Audience: Recipients

The short answer: You can update your first and last name directly from your account profile. Where you click to get there depends on whether you're already in a transaction.

Change Your Profile Name

How you get to your account settings depends on whether you're currently in a transaction:

Not Currently in a Transaction +

1.Select your initials in the upper right corner of your account.
2.Select Identity from the dropdown menu.
3.Select Edit in the Basic information section.
4.Make the desired changes using the name fields provided.
5.Select Save.

Already in an Active Transaction +

1.Select the question mark icon in the upper right corner, then select Account settings from the menu.
2.On the Identity page, select Edit in the Basic information section.
3.Make the desired changes using the name fields provided.
4.Select Save.

Summary Checklist

Not in a transaction? Select your initials → Identity → Edit.
Already in a transaction? Select the question mark icon → Account settings → Edit.
Update your name fields and select Save.