The Aero Advisor Settings screen allows you to make some choices for all of your Managed Accounts.
Navigate to Aero Advisor > Aero Advisor Settings. Here you can:
- Upload your firm's logo so it will be displayed in the Left-hand navigation section instead of the Aero logo.
- Choose which day of the month your card will be charged for your Managed Accounts. You can choose the 1st of the month, the 10th or the 20th. The cost for your Managed Accounts will be charged to the card we have on file on that date every month. You will receive an invoice via email listing the accounts and the total amount charged. To change the card that is being charged, go to the Billing & Subscription screen.