Your Content Library Profile

Your Content Library Profile

Each User has a profile in the Content Library. Setting up this profile the right way can help you access the content you need.

To access it, go to the Support tab at the top, then select My Profile:

That will take you to your Profile Page. It will look like this:

Your first and last name, along with your email, should already be filled in.

You can optionally add your Country, Broker Dealer, and CRM Provider as well.

Below those fields you can access any bookmarks you have saved.


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