Switching Default Layouts

When WealthCharts first loads, it is looking for a layout to display. Specifically, a default layout.

You can change your default layout at any time! To get started, follow the steps below:

1. Click on the Main Menu icon at the top-left corner

2. Scroll down to the Layout section at the bottom

3. Select the category that has your layout, such as All, Recent, Basic, or Premium,

4. Select the three vertical dots at the top right of the layout you wish to make your default

5. Select Make Default

6. You will receive a confirmation notification at the bottom indicating that your Default Layout has been successfully changed!

After following this process, the next time you reload your web browser or log out then log back in, the default layout will load!

For more information about layouts, click here!