How do I update my Contact Card?

Since your Contact Card will be visible to clients on their own dashboards, keeping it up-to-date (and to your liking) is important. Here's how.

Step 1

Click "Firm Settings" from the top nav bar.


Step 2

Click "Edit" next to the advisor whose Contact Card you wish to edit.


Step 3

Click on "Contact Card" followed by "Edit" to begin entering contact info.

Step 4

Click “Change photo” to upload or change your current photo. Once done, click "Save."



All done!

Update this information at any time via the Firm Settings page.



Have more questions? Contact us