Client Portal - My Profile

The last tab on the left ("My Profile") is where you can add and update any personal information which may be relevant to your adviser. Any information you add or update here will be visible to your adviser.

If you open the next submenu, "Account Security", you can set up 2 factor authentication for add security, or change your password if you wish. Be advised that if you wish to enable 2 factor authentication, you'll need to download the Microsoft Authenticator App or Google Authenticator from the app store.