Theme, Logos & Disclosure Management (Admin)

How-to guides on how to configure and manage your firm's brand and disclosures

Setting Up Your Firm's Logos and Disclosures

To watch the video click here: https://loom.com/share/15bcfcfa6e1e48c8938d177589046f44

Step-by-Step Instructions

1. Navigate to Admin Settings
Customizing Your Theme and Brand

To watch the video click here: https://loom.com/share/67b8dbcda501477db76889cb776bcb19

Step-by-Step Instructions

1. Access the Admin Panel 0:00

Step-by-Step Instructions