How to Review Your Personal Information
Step-by-Step Guide
Click on your Avatar in the top-right corner of the screen.
Select "Account Settings" from the menu.
Select "Personal Information" from the submenu.
Begin "Editing" your information.
Click "Save"
On the Personal Information page, you will see fields displaying your profile data, this information is provided directly by your office if you were enrolled by your brokerage, or it is pulled from the registration form you completed if you signed up individually.
You are unable to edit your email address (and maybe phone number), as these are reserved by the system. If you find that any of other personal details are incorrect and you are not able to update them yourself, please use the online chat in the bottom-right corner to chat with our customer service team, or send us an email at [email protected]
If you would like to use a different email address as your username, please inform our customer service team. We will assist you with changing the email address and setting up your new login.
Please note that, after logging in with the new email, you will need to verify it (if you haven't already), as verification is required to fully access and use all features in your account.