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;

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

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


    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.

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