Setting up your advisor account in FreshPlan.
Click My Account to change or view any of the following:
- Advisor Information
- Address
- Logo and Cover Page (what contact information appears on your cover page)
- Infographics settings (what contact information appears on infographics)
- Calculator settings (clear number in cell when selected?, auto-save)
- License details
- Password reset
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My Account – Logo and Cover Page, Infographics and Calculators Options
