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Profile

The Profile section (represented by the head and shoulders icon) is your step by step guide for setting up your Plutus account.

Onboarding Flow

The core of the Profile section is your step by step onboarding flow with a progress bar. If you have any questions or run into any issues onboarding please do not hesitate reaching out to our team.

Portfolio Preferences

Manage your Portfolio Preferences which determine your Overall Risk Score.

Contract Exclusions

Manage your Contract exclusions.
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Provider Subscriptions

Manage your external provider subscriptions.

Account Info and Support

For your convenience, you can view some basic account details (such as the email associated with your account ) in the top right circle of this screen.

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