In My Profile, you can access your personal details, preferences, and other information about your account.
To access, select My Profile under your name in the top right corner of TotalBrokerage.
My Profile is organized into various tabs. Click a tab to open the relevant information.
Personal Info: Here, you can review personal information such as your first and last name, email, mobile number, the offices or teams you belong to, time zone and language preference, and a section to enter your bio. NOTE: Fields that are grayed out are locked. To make edits to these fields, please contact your Broker or Manager. Dropbox Email Address: You can forward existing threads or new emails created in a different email application to this email address. You can also BCC this email address when emailing customers. This will look up existing customers or create new customers inside TotalBrokerage by scanning the email thread. Calendar Feed Link: You can one-way sync your TotalBrokerage calendar into your personal calendars. You will want to copy the address/URL and Save it to your computer by clicking the clipboard icon. Then click the Info button, which will give you instructions for adding your TotalBrokerage calendar to your personal calendar. 
Details (Plus and Enterprise): Account Details are details you may have entered during onboarding or that your brokerage entered on your behalf. Fields that are grayed out cannot be modified by the user. Please reach out to your Broker or Manager to update this information.
Files: The Account Files are created by signing, filling out, or uploading any files in the Onboarding Questionnaire questions. You are able to view your Files at any time.
Email & SMS: Set up your email signature and SMS Signature and SMS Configration here, if enabled by your brokerage.
Notifications: Set your preferences here for certain system events. The SMS column will only work if your brokerage opts for SMS notifications. Otherwise, use the email column.
Commission Plans: View your commission plans here. For each commission plan, you will be able to see the name, description, type, when it went into effect, when it is going to end, what the report is based on if it is a tiered plan, if it resets on anniversary date of the plan, and when transaction income counts towards this plan. It will also show the current contribution to the plan if it is currently the active plan and it is tiered.
Fee Plans: View your fee plans here, so you can see which credits or deductions will apply to your transactions.
Bulk Actions: This is where you can view a log of all the contacts, vendors, and documents that you have uploaded.
Onboarding (Plus and Enterprise): This is where you can view a record of your previous onboarding questionnaires and resume any that have been assigned to you.
Security:
Change your password or set up 2FA (Two-Factor Authentication) here.