Settings

Settings

Account Management
In Account Management, you are provided instructions on how to change your password, create you password in case of social login, and close your account.&am...
Wed, 11 Aug, 2021 at 3:49 PM
Owner Currency
Once you have created an account, by default you are the owner of the account and the Holdings in it. You can define your Owner Currency (the curr...
Tue, 17 Aug, 2021 at 4:20 PM
Holding Currency
For each Holding, the data displayed is by default in the currency of that specific Holding, but you can use the currency selector (Holding Currency/Owner C...
Wed, 17 Mar, 2021 at 5:01 PM
Third-Party Access
As the Owner of your account, you can add additional users and grant them the right to view or edit your Holdings.  You can also give Emergency Access to a...
Wed, 17 Mar, 2021 at 5:03 PM