Skip to content
English
  • There are no suggestions because the search field is empty.

My reports are displaying the wrong logo

If your reports are displaying the wrong logo/disclaimer, the fix is simple!

The household's assigned subsidiary determines which logo/disclaimer appears on the report. To update the subsidiary, select the correct name in the subsidiary drop-down bar in the client's household Details tab, as shown below.

Screenshot 2026-01-27 at 1.11.29 PM

To make sure all of your reports display the correct subsidiary from the start, be sure to select the correct subsidiary when each household is initially created:

Screenshot 2026-01-27 at 1.19.08 PM

 

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.