Settings is where you configure your firm's identity, customize the look of your client-facing portal, and manage your subscription. To get there, click your profile icon in the top-right corner and select Settings.

There are three tabs inside Settings: Advisor, Appearance, and Billing.

This is where you set your name, firm name, disclosures, and calendar link. These details show up across Kerdora, including in your clients' Guides and portal. If you need to update your firm name or add a compliance disclosure, this is where you do it.

This is where you upload your firm's logo and set your primary brand color. Both are applied to the client portal and Guides, so your clients see your branding throughout their experience.

This is where you manage your Kerdora subscription. You can view your current plan, update payment information, and make changes to your billing.