Why should I complete my profile? (New UI)

Profile information is vital to the interaction you will have with your financial advisor. All of the information you enter into your profile is completely confidential and never shared with anyone (including your employer). Your financial advisor needs the profile information to assist you accurately and efficiently.

To fill in your profile information, click on your name in the upper right corner, then choose 'Profile' from the drop down menu. 

Once on your profile, click 'Edit' on any of the cards to edit the information in that section.