Settings holds your firm profile, payout account, and the rates that apply to you.

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Firm profile

Your firm’s name, contact email, and your advisory hourly rate. The rate applies to new time entries from the moment you change it; logged entries keep the rate they were created at.

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Payout account

Your connection to Airwallex, our payment partner: verification status, the bank account payouts land in, and its currency. Manage takes you through updating bank details or finishing a step you skipped. See Getting paid for the full setup.

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Program

Your tier (Registered Advisor) and the rates that currently apply to your firm: referral commission, routed lead conversion, builder commission, and the time billing fee. These render from your agreement, so what you see here is always the version in force for you. The published defaults live on the Commission Schedule.

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Closing your account

The close-account control lives at the bottom of Settings. Closing ends commission earning on the effective date; everything already accrued still pays at the next run. The details are on Program policies and changes.