Meet your advisor
The welcome screen a new client is walked through the first time they sign in.
photo · bio · phone
Advisor Portal · Preferences
Every client you look after meets you on a screen before they meet you in person. Three fields decide what that meeting looks like — and all three are yours to set, in about two minutes.
In the left sidebar, open Settings and choose My
Preferences. You can also click your name at the very bottom of the sidebar and
choose Preferences, or press Ctrl K (Cmd K on a
Mac) and type "preferences". On a phone, tap the menu button at the top left to slide the
sidebar out. Your client-facing profile is the first card on that page.
Your name is not editable here. It comes from the Microsoft account you sign in with, and refreshes every time you sign in.
One card, four places. This is why it is worth filling in properly: most of these reach a client before you have spoken to them.
The welcome screen a new client is walked through the first time they sign in.
photo · bio · phone
The advisor card beside their trip checklist, with a button to message you.
photo · name · phone · email · bio
The same card on the home screen of the client app, where the number dials.
photo · bio · phone
The list a client picks from when they arrive without an invitation from anyone.
photo · name · bio
That last one is a shop window: a client who found us on their own is choosing between advisors on the strength of a photo and a paragraph. It deliberately shows no contact details — nobody gets your phone number before they are yours.
You can step out of that window. Further down the Preferences page, List me in the advisor directory decides whether you are offered to clients choosing for themselves. It is on unless you turn it off, and it changes nothing else: clients you add yourself, clients you invite, and anyone who arrives through your signature link still reach you exactly as before.
The three fields, in the order they sit on the page. They do not all save the same way, which is the only genuinely surprising thing here.
Upload photo opens your file picker. It saves the moment it finishes uploading — there is no Save to press for this one, and the picture shown beside the button is exactly what a client sees.
To take one down, click Remove and then Save profile. Removing alone does not do it.
The part that does the work. Write how you travel and who you are good for, in your own voice — where you know well, the kind of trip you plan best, how you like to work with people.
A thousand characters is the ceiling. Three or four sentences is the length people actually read.
Optional, and shown only to your own clients — on their portal home and in the app, where tapping it dials. Type the digits and the field formats them for you.
Nothing in the bio or phone reaches a client until you press Save profile, so a half-written bio stays yours. The button stays greyed out until something has actually changed.
It is a toggle further down the same Preferences page, and it is on by default. Turned off, clients see a circle with your initials instead — however good the headshot you just uploaded. The profile card warns you in amber when this is the reason.
When you have no headshot at all, clients fall back to your Microsoft account picture, and then to your initials.
| Field | Limit | When it saves |
|---|---|---|
| Photo | JPG or PNG, 5 MB | Immediately on upload |
| Bio | 1,000 characters | On "Save profile" |
| Phone | 40 characters | On "Save profile" |
| Name | — | Not editable — comes from your sign-in |
Changes are live as soon as they save. A client with the portal already open sees the new version next time the page loads.
An administrator can also edit an advisor's profile from the admin site, which is how a profile gets set up for someone before their first sign-in.