I just changed jobs - should I update my financial information?

Yes! This should be updated from your Managed Portfolios account. Once logged in:


  • Click Settings Menu (your initials in the upper right-hand corner) 
  • select Employer Information
  • Enter the new information and click Update Employer

Mobile App

  • Click the Settings Menu (gear on the left side)
  • Choose Financial Profile
  • Update the necessary information
    • To update click on the information you need to update

Remember to keep your information up-to-date, including annual income and net worth, to receive the best recommendations.

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