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First Name (Clients)

This required setting lets you specify the first name of the client.

This name will appear at the top of the page when the client signs in, so you'll want to verify the correct spelling.

You can change the way the client's name is displayed on the portal. For more information, see System Settings.

This field is also used in the MoneyGuide integration. If you don't include a first name, you'll see No Name Passed in MoneyGuide for the first name. For more information on client data sent to MoneyGuide, see Data Fields Synced Between Tamarac and MoneyGuide.

For more information on editing client records, including how to navigate to this panel, see Clients/Client Portals Page Actions, Views, and Filters.