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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:

Screenshot 2025-08-29 at 11.56.31 AM

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:

Screenshot 2025-08-21 at 10.06.58 AM

 

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.