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.


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


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