Estimated or Exact Options
Enter the birth day in the Date of Birth or Age field on the Member's edit window. If you don't know a household member's date of birth simply enter their approximate age. Decide to select the Date of Birth is Estimated field or not.
Estimated ages are designated with the letter "e". It's good to ask about them in your client conversation.
Display Options of Date of Birth and Age
Those with Manager authorization access have the ability to change how to display the age of the Member under their avatar, or to remove the age or DOB altogether. Click your Team settings, then Account Settings to adjust age display options. Learn more about customizing this option here: Team Settings.
Note: You may need to check with your Broker Dealer regarding this option.
Tags: user settings, manager, team settings, age, date of birth, avatar, customize
10/2024