Profile Settings

Edit Profile Settings

Updating your Advisor profile is simple. Hover over the "picture icon" in the lower lefthand corner of your screen and click My Profile.  

When you are in your profile, you can update your picture, contact information, and include a biography. You want to make sure you keep your profile up-to-date because your clients and prospects will see this information in their Client Dashboard. 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request



Please sign in to leave a comment.