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
- Main Contact Name
You will also see a 'Personal Info' section which will contain the advisor's information like:
- Phone Number
Near the bottom of this view, you will see a 'Security Settings' option, through here you can set up two-factor verification which will add a layer of security to your account.
For security reasons the information found in this section can not be edited. If any changes have occurred to any of the information located in this section, please reach out to your Vestwell representative or email email@example.com.
We hope you found this article to be helpful. If you need additional assistance, please contact us at firstname.lastname@example.org.