Portal Settings

A quick tour of the Portal Settings page

Joe Bradley avatar
Written by Joe Bradley
Updated over a week ago

To help reduce clicking throughout the Portal we've relocated a few things to the new Settings page. From here you can access your profile page, information about your broker, and setup or reset your 2FA code.

Navigating throughout Settings

The Settings page can be accessed from the bottom of the left navigation menu. From here you have three sub-pages to toggle between;

  1. PROFILE
    The profile tab allows you to check your personal information and your personal broker's details.


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  2. SECURITY
    The security tab allows you to set up 2FA. to set up 2FA please follow the 2FA article.


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  3. USEFUL LINKS

    1. Support links you directly to our digital helpdesk.

    2. Submit feedback allows you to submit feedback directly to our product and engineering teams. The best way to deliver feedback directly to those who can make a difference.


If you have any questions, or you need assistance completing the registration form, you can ask our Product Specialist team through the Chat button in the bottom right corner of the webpage.

You can also call our support help desk on +61 1800 849 149 (Australia) or +1 (844) 494 6515 (International), from 9am to 5pm (AEST), or request we call you back by submitting an enquiry on our website.

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