Updating Profile and Preferences

Update profile and preferences through the Profile & Preferences option in the CPS Portal.

1. Select Administration > Profile & Preferences.
   If you have access to more than one financial institution, you must select an FI from the View Administration Settings for drop-down field, and then select Go.
2. Select Update Profile & Preferences.
3. Make the desired changes.
4. Once you have completed your changes, select Save.