Advisor Settings contains the practice-level controls for advisor identity, appearance, imports, new-client defaults, and billing. Open it from the profile menu in the top-right corner.
What is on the Settings page?
Advisor: Name, Firm name, Disclosures, and Calendar link.
Appearance: Primary Color and Logo.
Import: the Altruist Import availability control.
New Client Defaults: whether Giving starts enabled for new clients.
Billing: subscription actions and current account-aggregation usage where applicable.
The page also contains a hidden Global Assumptions implementation that is not currently presented as an advisor workflow. Do not look for it in the live Settings page.
Update Settings safely
Select the profile menu and choose Advisor Settings.
Change one section at a time.
Wait briefly after text, color, import, or default edits; these settings autosave.
Complete the crop flow for a logo upload.
Reload the page and confirm material changes.
Test a client portal and supported PDF before relying on client-facing changes.
Billing actions open a separate checkout or billing portal and use that system's confirmation flow.
Which settings affect existing clients?
Advisor and Appearance fields are practice settings and can affect supported reports or client-facing branding across the practice. Giving under New Client Defaults is a starting value for clients created after the default is changed; an individual household can override it.
The Altruist Import control makes the import workflow available. It does not import data by itself.
Common questions
Where do I manage Guide templates or model portfolios?
Use Templates from the profile menu. Guide and model-portfolio libraries are not edited on Advisor Settings.
Where do I change a single client's settings?
Open that client and use the client-level Profile or Household settings. Practice settings should not be used for a one-household exception.
Why is there no Save button?
Most Settings fields autosave after a short delay. Reload the page to verify. Logo and billing actions have their own explicit flows.