Settings
Configure your firm, team, integrations, compliance, and billing in one place.
Firm profile
Your Firm · Professional tier
ConfiguredTeam & access
Manage members, roles, and invitations
ConfiguredIntegrations
Connect brokers, email, and data sources
PartialBilling
Subscription, plan, and payment details
ActiveData & residency
US-East · 7 year retention
DefaultCompliance & approvals
Default routing configured
DefaultData residency, SSO, and approval routing are configurable during onboarding. Contact your admin for changes.