You can find your Settings in the drop-down menu next to your profile name in the top right-hand corner of your dashboard.
The Settings allows you to adjust various elements that pertain to your profile.
- Name – Update the name of your profile. This is also the default name given to the portfolio names.
- Unique referral link – see more info about the Diversiview Affiliate program
- Password – change your password regularly to keep your account secure
- 2FA – set the two-factors authentication to ON and you will get a code via registered email every time you try to login to your account. This extra protection step is recommended but optional.
- Professional Registration Number – only available on Professional accounts.
- Preferred portfolio benchmark – select your preferred benchmark index.
- Preferred returns method – select your preferred returns method.
- Market risk-free rate of return – select your preferred market risk-free rate of return.
- Manage Connection – revoke access to any brokerage connections.
Log in or sign up to your account today to adjust your settings and analyse and optimise your portfolio the way you want.