App Settings — General Settings
Short answer: App Settings — General Settings saves your firm’s settings: Share anonymous figures for INVESTOR PORTAL PRO benchmarks (needed to see benchmarks), Require 2-step sign-in (authenticator app) for everyone in the firm, Firm name shown to investors, Base currency, Fiscal year end (MM-DD), Time zone, Support email,…
App Settings — General Settings saves your firm’s settings: Share anonymous figures for INVESTOR PORTAL PRO benchmarks (needed to see benchmarks), Require 2-step sign-in (authenticator app) for everyone in the firm, Firm name shown to investors, Base currency, Fiscal year end (MM-DD), Time zone, Support email, Support phone.
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