To edit your profile, start by clicking the Menu hamburger at the top right corner of the screen, then select 'Profile'. Once on your profile, click the pencil icon on any section to make edits.
About Me: Allows you to set your name, DOB, Gender, and Estimated Lifespan (for use in lifetime income calculations).
Contact Information: Includes Address and Phone information.
Employment: Add your employer information.
Financial Profile: Information regarding your income and monthly monetary needs.
Household: Add spouse so that their income can be factored into calculations throughout the system.
User Image: Upload a photo that appears along with your profile in chat or other communications.
Comments
0 comments
Please sign in to leave a comment.