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Communications Directory - Update Your Profile
Communications Directory - Update Your Profile
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Directory
Profle
WhoAmI
Click the link to open PDF instructions for updating your Communications Directory profile.
Updating Your Profile
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Check out this article I found in the LEAFi knowledge base.<br /><br /><a href="https://charteroakfinancial.teamdynamix.com/TDClient/823/Portal/KB/ArticleDet?ID=20808">https://charteroakfinancial.teamdynamix.com/TDClient/823/Portal/KB/ArticleDet?ID=20808</a><br /><br />Communications Directory - Update Your Profile<br /><br />Instructions for updating your Communications Directory profile.