Users can edit Account Names in the CircleBlack Advisor platform in three places:

• From the Dashboard, expand the Accounts Tile
• Click Manage, then Accounts
• From an Account Dashboard, expand the Account Info Tile, and view the Account Info page.

Editing the Account Name in the Advisor platform updates PDF-generated Reports and the display of Accounts in Investor platform as long as the Investor has not entered their own custom name.

In each place in the Advisor platform, you will see an edit pen icon next to the Account Name. For example, on the Accounts tile: