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How to Update Your Profile and Account Settings
How to Update Your Profile and Account Settings

This article will teach you how to update your profile, account settings, and email signature

Erica McGarvey avatar
Written by Erica McGarvey
Updated over a week ago

To update your name or contact information, click on the ACCOUNT tab. From there, you click on the various subtabs to manage the relevant information.

The information under the profile tab will be displayed in your email signature and throughout the reports, so make sure it's accurate.

From the ACCOUNT page, you can:

Have you changed brokerage? Click HERE and we'll update it for you πŸ€—


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