My Firm Section

Navigate to the "My Firm" tab on the left side of your advisor portal. Here you will find information about your firm, such as:

  • Firm Type
  • Firm Name
  • Website
  • Main Contact Name

See the "Personal Info" section, which will contain your information:

  • Name
  • Email
  • Phone Number

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For security reasons, the information found in this section cannot be edited. If any changes have occurred to any of the information in this section, please contact your Vestwell representative or email