Rename Your Account

Give an account a strategy name shown across the interface.

For clients

You can give an account a strategy name so it’s easy to recognize across the interface.

  1. Open Settings

    On the account detail page, select Settings.

  2. Enter a strategy name

    Type a name in the Strategy name field.

  3. Save

    Your change is saved for the account.

Account Settings page with the Strategy name field
Set a strategy name from Account Settings.
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2–4 weeks

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40%+

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