To open your Settings, click on your name in the top right corner of your program and then select Settings.

Under Support, you can find helpful information about how to contact our Customer Success support team. 

In addition, you can also grant access to a TradeSmith Customer Success agent to view your account. This is helpful if you’re having trouble with your account and cannot easily resolve the issue via phone or email. Granting access will allow the agent to see your account and the problem. The agent cannot, however, make any changes to your account. They can only view the data.  When you grant access, you can easily set how long you’d like to grant login access.  To grant access, click the Change link. 

This then lets you select how long the agent may access your account.

It can be for:

• One day
• Three days
• One Week
• One Month
• One Year
• Permanent access

Please make sure to save your changes when you are done.

*Note—The tabs and features you see on your TradeSmith Finance site will vary based on your subscription(s) and subscription level(s). The pictures in our Education Center articles are taken from a TradeSmith Platinum account.