Profile
Provides client details
Last updated
Provides client details
Last updated
Your complete "Profile" details such as Contact Details, Bank Details, Client Details, Power of Attorney status, and Active & Inactive Segments and Products. You can also change the Theme and see Security details here.
To open the Profile page, follow these steps:
This will redirect you to the "Profile" page.
Here, you can see details such as Client details, Account Info, Action Required, Active & Inactive Segments and Products, Theme and Security
You can select one of the two "Themes" on the Flip Web. There is Light Mode and Dark Mode.
To change the colour Theme, follow these steps:
You can see the "Theme" option here.
There is Light Mode and Dark Mode.
The Theme will be changed as soon as you choose.
Under Security you have the Change Password option, see the current password validity and the TOTP option.
To change the Current Password, follow these steps:
Then go to Security section.
Here, you can see the option to "Change Password". Click on it.
Change Password page will appear.
First, enter the "Current Password".
Next, enter the "New Password".
Again, Retype the "New Password".
If you do not wish to make the changes then click "Cancel" button.
Click on the "Change Password" button to change the password. Your password will be changed immediately.
Please Note : The Password must contain at least one number, one uppercase and lowercase letter, one special character and 8 to 13 characters.
How to use the TOTP as Two-factor authentication option
To enable the TOTP, follow these steps:
Go to the "TOTP Login" under Security.
Click on "Generate OTP", enter it and Submit.
Enter your "Current Password" for Flip.
Go to the TOTP Authenticator App (Google Authenticator / Microsoft Authenticator) and enter the TOTP Code shown on the page in the space.
Once you have entered the "TOTP", click on the "Enable" Button and the TOTP option will enabled.
Please Note: One TOTP Code is valid only for one minute, and you need to enter TOTP and click the Submit Button before the TOTP expires.
To disable the TOTP option, follow these steps:
Go to the "TOTP Login" under Security.
Click on "Generate OTP", enter it and Submit.
Enter your "Current Password" for Flip.
Go to the TOTP Authenticator App (Google Authenticator / Microsoft Authenticator) and enter the TOTP Code shown on the page in the space.
Once you have entered the "TOTP", click on the "Disable" Button and the TOTP option will enabled.
Please Note: One TOTP Code is valid only for one minute, and you need to enter TOTP and click the Submit Button before the TOTP expires.
Identify and click on the "More" option.
You can see your "Name" / "Arrow" Icon at the left-hand side.
Go to the "More" page and then go to Profile.
Select the desired Theme by clicking on the "Radio Button" near the theme of your choice.
Go to "More" page and the choose "Profile".
Go to "More" page and the choose "Profile".
Go to "More" page and the choose "Profile".
