Account Configuration
Set Up Your Firm's Milemarker Account
Complete these steps to configure your Milemarker account. Your Customer Success Manager will guide you through this process during onboarding.
Getting Started
1
Firm Information
Provide your firm's basic information including:
- Legal firm name and DBA
- Primary business address
- CRD number and regulatory information
- Primary contact information
2
Branding Setup
Customize the platform with your brand:
- Upload your logo (recommended: 200x50px PNG with transparency)
- Set primary and secondary brand colors
- Configure email templates with your branding
- Optional: Set up custom domain (e.g., portal.yourfirm.com)
3
Integration Connections
Connect your existing systems:
- Custodian data feeds (Schwab, Fidelity, etc.)
- CRM integration (Salesforce, Redtail, Wealthbox)
- Portfolio management system
- Financial planning tools
4
User & Permission Setup
Configure access for your team:
- Define user roles (Admin, Advisor, Support, etc.)
- Set up SSO if applicable
- Configure multi-factor authentication
- Invite team members
Need Help?
Your Customer Success Manager is available to assist with any configuration questions. Contact them at connect@milemarker.co
Milemarker Platform Guide
Account Configuration