Account Setup

Configure your AdvisorWorld account to get the most out of the platform. This guide covers profile settings, preferences, and organization setup. Profile Settings Access your profile from Settings in the sidebar. Here you can update: Name and contact information Firm details and logo Professional designations (CFP, ChFC, etc.) Time zone and display preferences Notification Preferences Control how and when you receive notifications: Email notifications: Rate changes, new products, report shares In-app notifications: Real-time updates while using the platform Security Settings Protect your account with these security features: Change your password regularly Enable two-factor authentication (recommended) Review active sessions and sign out remotely Organization Setup If you're part of a team, your organization admin can configure: Team member roles and permissions Shared branding and report templates Compliance settings and disclosures