Editing your Portfolio Management Solution profile – Portfolio Management

As a Portfolio Manager (PM), you can edit the following details on your profile which will be displayed to potential Investors:

There are a few general rules to follow when entering these details. Learn more about them in the Portfolio Manager content guidelines.

Note: Your name will be displayed as per your KYC document during registration. This cannot be changed.

How to edit your profile

Head to the Portfolio management tab in your Personal Area (PA).
Under your name, click on View profile and select Edit in the pop-up.
To change your profile photo, click Browse and choose a photo to upload that follows the displayed requirements.
Add or edit the remaining fields:
1. Messengers and social media: Add or edit links to messengers and social media platforms to allow Investors to connect with you.
2. Professional background: Add or edit your trading background, objectives, and trading goals.
Once done, click Save.

These details will be displayed on the funds you create, along with your country and the duration of your trading with Exness.

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