How to access 'My Profile'?
Navigate to 'My Profile' under 'Account Center'.
Personal Information
You can get a brief glance at the crucial information regarding your account in 'Personal Information'.
*Hide your information
You can click on the 'Hide Info' button next to the title 'My Profile' to conceal the critical information such as the email registered under your account, your phone number, the names of your beneficiaries in all 'Beneficiaries' related views and functions under 'My Profile' page. Likewise, you can unhide these pieces of information by clicking the 'Show Info' button when the information is hidden.
Trust Overview
The trust overview box entails a general outlook of your beneficiaries' allocation status where you can also change your beneficiaries. For detailed information, please see Beneficiaries.
Account Statements
You can also keep track of your account's monthly financial details on the 'My Profile' page. The statements are highly customizable for download. For detailed information, please see To View and Export Account Statement.
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