Planit:Change Your Profile
The Change Your Profile link is where you can identify your personal information. This information is used for several purposes.
Your name is identified here and will be used in any documents you create for your clients. Be sure to use the form of your name you’d want to see on your document. For example if your name is Robert, but your client’s know you as Bob, you would identify yourself as “Bob” under the First Name field.
The "Preferred Language" field is the language that your prefer to use. What ever you have selected here will also be defaulted to any clients you may add. So if you have your language set to French, then every client you add into the system will also be set to French. You can then override the language for each individual client. This language setting also determines what language the training application, “Email Training Tips” a
The "Company" files is also used in the documents so please be sure to input this as you would like it to appear within the documents.
The "Email" field is a mandatory field and must have a valid email address, in the event you forget your password so a new one can be emailed out to you.
The "Mother’s Maiden Name" field will be used for security purposes in the event that you forget your password. On the Login screen, you have the option to click on a “Forgot Password” link, which will ask you for your mother’s maiden name, it will then email a new password to you. The email address identified here in your profile is where this email will be sent.
Identify your street address, city, province, postal code and country of residence.
Whatever province or country you provide here will be used as the default when you enter in new clients into to the system. For example, if you are located in Ontario, Canada, any clients you create will default to this same jurisdiction.
Workgroups are user managed virtual groups within Planit that can essentially connect client files across many advisors together to be shared. The purpose is to allow client selection the same way the secondary advisor feature would work, but with an unlimited number of users. To read more on this please click here.
In this area you can decide how often you would like to receive “Training Email”. As a PlanPlus Planit user you are able to receive regular emails that introduce you to various features and functions in Planit.