My Account

Setting up your advisor account in FreshPlan.

Click My Account to change or view any of the following:

  1. Advisor Information
  2. Address
  3. Logo and Cover Page (what contact information appears on your cover page)
  4. Infographics settings (what contact information appears on infographics)
  5. Calculator settings (clear number in cell when selected?, auto-save)
  6. License details
  7. Password reset


My Account – Logo and Cover Page, Infographics and Calculators Options


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