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• Customize Your Welcome Message

You can customize the welcome message that displays when your clients access the Client Portal.

Customize Your Welcome Message

1. Click your profile on the global navigation bar and select Settings.

2. Click Custom Branding.

3. Click the Welcome Message toggle to turn on the feature.

• A green toggle means the welcome message is on.
• A grey toggle means the welcome message is off.

4. Enter your custom message.

5. Click Save changes at the bottom of the screen.