- Go to My Account by clicking on "My Account" at top of page.
- Under the "View" tab, check the boxes next to the profile items you wish to make public.
- Click "Save" to save your changes.
- Go to My Account by clicking on "My Account" at top of page.
- Under the "Profile" tab, click "EDIT" to the right of Password.
- Enter your new password in the New Password and Confirm Password fields.
- Click "Save" to save your changes.
- Go to My Account by clicking on "My Account" at top of page.
- Under the "Profile" tab, click "EDIT" to the right of Email.
- Enter your new email address in the Email and Confirm Email fields.
- Click "Save" to save your changes.
- Go to My Account by clicking on "My Account" at top of page.
- Under the "Profile" tab, click "EDIT" to the right of Display Name.
- Enter your new Display Name in the Display Name field.
- Click "Save" to save your changes.
Note: when you change your Display Name, all previous mentions of your old Display Name will be replaced with your new Display Name.
- Go to My Account by clicking on "My Account" at top of page.
- Under the "Profile" tab, click "EDIT" to the right of Family Office Name.
- Enter your new Family Office Name in the Family Office Name field.
- Click "Save" to save your changes.
Note: The word "Family" is appended to the end of your Family Office name to distinguish it from your Personal Office. Personal Offices are named automatically using your Display Name appended with the word "Personal."
- Go to My Account by clicking on "My Account" at top of page.
- Under the "Profile" tab, click "EDIT" to the right of Profile Picture.
- Click "Browse" next to "Upload Picture," to select a picture on your computer.
- Click "Save" to save your changes.
- Go to My Account by clicking on "My Account" at top of of page.
- Under the "Profile" tab, click "EDIT" to the right of Profile Picture.
- Check the "Delete current picture" box.
- Click "Save" to save your changes.
- Go to My Account by clicking on "My Account" at top of of page.
- Under the "Profile" tab, click "EDIT" to the right of Biography or Interests.
- Edit the text in your Biography or Interests.
- Click "Save" to save your changes.
- Go to My Account by clicking on "My Account" at top of of page.
- Under the "Office" tab, check the boxes under Family Office Notification for the email notifications you wish to disable.
- Click "Save" to save your changes.
- Go to My Account by clicking on "My Account" at top of of page.
- Under the "Office" tab, check the radio button under Digital Vault for the encryption option you want as your default (this can be overridden at the time your store documents in your vault).
- Click "Save" to save your changes.
For added security, you have the ability to assign separate passphrases to each document in your Digital Vault. Members of your Family Office can also be given selective access to the documents in your Vault, ensuring that they see only what you want.
Average: Combining two words or a passphrase of approximately 8 to 10 characters, such as "sevensummitas?" or "himalaya".
Good: Combining special characters and numbers, such as "$makalu44?" or "!Anna$Purna".
Strong: Combining uppercase and lowercase letters and intermingling special characters, such as "$LhosTe" or ?"@Ka%me#t3".
If you would like to grant access on a per document basis, click on a document and select "Edit." The Member Permissions will now pertain only to that document.