View my profile

This page shows your basic profile information. This is only visible to you, and club members who have access to enter member withdrawals.

In addition to the standard name, address, email and phone number, the profile page also includes:

• Entity Type - If the member is marked as a trust, Estate, Foreign Partner, the entity name will be listed here. This can be particularly useful for Trusts; it allows the member to have their personal name show up on the club reports, while their Trust name will show up on the tax forms that the club files.
• Custodian - If the account was marked as custodial, then the Custodian name is listed here as well.
• Emergency contact name and phone number - If the member has an emergency contact, their information can be listed here.
• StockWatcher Duties - If the member has been assigned stocks in the StockWatcher Assignments page, those assignments will show up here