Users can manage their Preferences and User Profile from within the app. To do so, tap the icon with three horizontal bars in the top left of any screen.

Preferences

Here, users can set preferences for:

• Defaults
  • Account or Group displayed on the main dash
  • The time period on the main dash
  • Exposure category
• Multi-period performance time frame
• Risk Management primary advisor
• Financial Planning primary advisor

User Profile

Under User Profile, users can initiate a password reset, and update:

• Household name
• Primary household email
• Primary household phone
• Head of household
  • First name
  • Middle name
  • Last name
  • Email*
  • Phone*
  • Date of Birth
  • Gender (Optional)
  • Address*

* Users will see a “+” icon next to information where multiple entries are possible. 

Advisor Options

Under “Advisors” users can see the name, phone number, and email of any advisor assigned to them. Users can change the accounts each advisor can access and manage by tapping the green pencil icon.