Profile Settings

Profile Settings

Access your profile setting to change your personal profile information. Please review your settings carefully and update them periodically to ensure your profile is up-to-date. For example, your income helps calculate the amount of funds you need to achieve your goals. It’s also important that you include spouse and children so you can make goals for them. If you get a new phone number, you can update it here.


Set Your Risk Tolerance Level

You can also fill out your risk tolerance level. The dashboard uses your risk tolerance level to establish a portfolio or an option of portfolios for you to select from when you open or transfer an account with your adviser. Risk tolerance is the degree of variability in investment returns that you, an investor, is willing to withstand. The portfolio or the option of portfolios you are matched to match your risk tolerance level. You can pick a portfolio yourself or leave it to your advisor. You will also be asked to fill out and sign a series of paperwork to complete this process.


Reset Password

Use this section to reset your password settings. 



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