How do I know who the firm administrator is on my account?

The firm administrator has the ability to edit and add users to your firm's account. You can view the firm administrator(s) on your account by following these steps:

  • Once you login to your account, click the My Account button in the top right hand corner of the screen.

  • Click Firm Contacts.

  • You will see a list of all firm contacts. The permissions allowed to each user is displayed on the right-hand column.

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