Profile, Subscription, Notifications, Settings

Settings is where you manage your profile, plan, notifications, and app preferences. Open it from the sidebar or user menu (/dashboard/settings). Four tabs: Profile, Subscription, Notifications, Settings.

Profile

• Edit: Full name, mobile number, date of birth, nationality, preferred currency. Email is read-only.
• Save / Cancel: Use Save to apply; a confirmation may appear. Cancel discards unsaved changes.
• Start onboarding: Use this to run the onboarding flow again (e.g. to add or review accounts).

Subscription

• Current plan: See your plan name (e.g. Basic), status (Active / Trial / etc.), and entitlements (e.g. max manual accounts, holding accounts, goals, estate documents, upload size).
• Next billing date and payment method are shown when available.
• Choose your plan: Use the tier comparison to upgrade. Checkout uses Stripe or HitPay. After payment, success or error messages appear; your plan and entitlements update when the payment succeeds.

Notifications

• Email notifications — toggle to receive notifications by email.
• Push notifications — toggle for push alerts.
• Reminder settings — e.g. how often you want reminders (e.g. Daily).
  If the Edit button is disabled, these options are not yet fully wired; they will let you manage how you receive alerts once available.

Settings

• Shariah compliant — turn on to enable Shariah filters across the app (e.g. in Discovery for banking and investment).
• Language — dropdown for app language (currently disabled).
• Timezone — used for dates and snapshots across the app. Choose your timezone and save.

Save or Cancel at the bottom applies your changes for this tab.

Tip

Your preferred currency (set in Profile) is used for amounts everywhere in the app. Set it once for consistent display.

Need more help?

See Setup Account for initial profile and onboarding, and Discovery — Banking and Investment for how Shariah compliant affects Discovery.