Changing Advisor Information in Planning Toolkit

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You can change the Advisor Name, Title and Company in Planning Toolkit. Not all information can be changed, depending on your software license.

  • If you have an individual software license, you can change your Title and Company but not your Name.
  • If you have a corporate site license, you can change your Name and Title but not your Company.

 

1. Click Settings on the Main Menu screen.

settings-button


1. Change the information in the Advisor Name, Advisor Title and Company Name fields.
2. Click Done to close the Settings window.

settings-advisor-name

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