When receiving the plant, do not repot immediately but wait at least 6-12 months.
Repot in the spring, using a 2" wider pot. Use a well-draining indoor potting mix with perlite to help with drainage. Place a piece of screening at the bottom of the container over the drainage hole to secure the soil and allow to drain. Water your plant in the old pot and let sit an hour before transferring.
Add soil to the bottom to elevate the root ball. Lift the plant and release the roots against the existing planter. Use a clean knife or garden trowel to wedge between the pot and the soil to loosen.
Inspect the root ball. Notice if there are any dead or rotting roots and trim off with sterile pruners. If the plant is rootbound, cut through the roots to alleviate continued encircling.
Ensure the plant is sitting about 1" below the edge of the pot to avoid water spillage. Add more soil and backfill around the sides by tamping down. Fill up to the soil line but not over.
Water thoroughly, leaving the soil damp but not soggy. If settling occurs, add more soil. You may observe some leaf changes as they acclimate to their new environment. They may suffer some transplant shock depending on how tight the roots were intertwined together. Trim off any declining leaves as they regain energy and gets rooted into the soil over time.