Getting Started
      Back to home
      1. RISR Knowledge Center
      2. Tutorials & Best Practices
      3. Getting Started

      For Account Administrators: How to add custom disclaimers, Firm logos, and invite Authorized Users

      How to add custom disclaimers, firm logos, and invite Authorized Users (i.e., para-planners and assistants) in the "Profile" and "Account Management" tab

      If you are an account administrator, you can add your firm's logo and tailor our standard disclaimer text to your liking. Watch the video below to learn more on how you can do this:

      Exploring the Profile and Account Management Tabs - Watch Video