Manage Account Preferences

Table of contents
Updated on April 29, 2025

In the Account Preferences section, you can update your company name and upload your company logo.

Manage Account Preferences - Advisera Help Center

Custom Logo Display

Once you’ve selected the file you want to use as your logo and clicked Update, the page will refresh and display the newly uploaded logo. Your chosen logo will be displayed on all the pages as well as the client accounts.

Manage Account Preferences - Advisera Help Center

Once you’ve uploaded your logo, it will also appear in the reports you download from the User Management and Reporting section within each client account.

Manage Account Preferences - Advisera Help Center

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