In this article

  • Estimated or Exact Options
  • Display Options of Date of Birth and Age

Estimated or Exact Options

If you don't know a household member's date of birth (DOB), simply enter their approximate age in the date/age field on the Member's edit window. The Platform will assign the individual an estimated DOB based on the age today.

Estimated ages are in red under the avatar and flagged with the letter "e" elsewhere.

Display Options of Date of Birth and Age

Those with Manager authorization rights 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: Customize Your User Experience.

Note: If applicable, the ability to access Team Settings are subject to your Broker Dealer's compliance department.

Tags: user settings, manager, team settings, age, date of birth, avatar, customize

10/2020

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