Education Center

Settings

Settings – My Contact Information

Sep 10, 2020

To open your Settings, click on your name in the top right corner of your program and then select Settings. The My Contact Information Setting contains you contact information. Your primary email cannot be edited. Please contact us if you’d like to update your primary email address. You can click the Manage Password link to update your password.

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Settings – Notification

Sep 10, 2020

To open your Settings, click on your name in the top right corner of your program and then select Settings. The Notification Setting lets you customize when you receive notifications. Your Primary Email is at the top of the page.   You can add an additional email address as needed. Next is Text Message Notifications. Simply use the drop-down to…

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Settings – Positions

Sep 10, 2020

To open your Settings, click on your name in the top right corner of your program and then select Settings. The Positions Setting lets you set up custom information for your positions. There are a few sections in this area, so we’ll take them one at a time. First is the Default Currency. This lets you set up the default…

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Settings – Alerts

Sep 09, 2020

To open your Settings, click on your name in the top right corner of your program and then select Settings. The Alerts Setting lets you customize your TradeSmith alerts. There are several sections, so we’ll take them one at a time. At the top of this page, you can choose your Automatic Alert Creation. Note: automatic alerts will only be…

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Settings – Tags

Sep 09, 2020

To open your Settings, click on your name in the top right corner of your program and then select Settings. The Tags Setting lets you create new tags and manage your current tags. As a reminder, tags are keywords which help you remember things about your positions. To add a new tag, simply type it into the new tag field….

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Settings – Support

Sep 09, 2020

To open your Settings, click on your name in the top right corner of your program and then select Settings. The Support Setting will let you grant access to a TradeSmith Customer Success agent to 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…

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