My reports are displaying the wrong logo
If your reports are displaying the wrong logo/disclaimer, the fix is simple!
The household's subsidiary determines which logo/disclaimer appears on the report. To update the subsidiary, you'll select it under the subsidiary drop down in the client's household:
To make sure all of your reports display the correct subsidiary from the start, be sure to select the correct subsidiary when it's created:
If you aren't finding a subsidiary that you'd like to use, reach out to your firm's admin, who can add it via their Household Access page.