Profile Settings

Profile Settings

Access your profile settings to update your contact information, bio, profile picture, custodial rep codes, and to view your permissions. 


Your rep codes must be listed for the institutions you plan to use for account opening and transfer. You will see rep codes options for TD Ameritrade, Charles Schwab, Pershing, Fidelity, and Other. Use Other in the situation that your rep codes does not belong to TD Ameritrade, Charles Schwab, Pershing, or Fidelity. Other can be thought of as a placeholder for whatever the real name of your custodian is. Once you have labeled all of your rep codes, the next section will teach you how to build portfolio models and how to link models to risk tolerance levels.


Reset Password 

Use this section to update your password.



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