To edit your profile, start by clicking your name in the upper right-hand corner of the platform. Next, select 'Profile' from the drop down menu.
Once on your profile, you can update or add information to any of the cards by clicking the 'Edit' button.
About Me: This section houses your name, birthdate, and gender.
Contact: This section houses your email addresses, your mailing address, and your phone numbers.
Employment: This section houses your job title and hire date.
Financial Profile: This section houses your annual income, social security, credit score, retirement date, and financial priorities. This is the section that will be most used by your financial advisor.
Household: This section holds your family information, such as your marital status, spouse information, and information on your children.
Profile Image: This section allows you to add an image to your profile.