Articles in this section

How To Access Your Account Settings

Settings in EdgeFlo lives in the profile menu at the bottom left of the sidebar. From there you can manage your account details, guardrails, trading preferences, notifications, billing, and more.

How to open Settings

Step 1: Click your profile at the bottom of the sidebar

Look at the very bottom of the left sidebar. You will see your name, profile picture, and plan badge. Click anywhere on this area to open the profile menu.

Step 2: Click Settings

The menu shows four options: Settings, Tutorial, Theme, and Log out. Click Settings to open your account settings page.

 

Note: If you only want to change your app theme, you don't need to go into Settings. Click Theme directly from this menu to switch between Light, Dark, and System without leaving the current page.

What you can configure in Settings

Settings is organised into tabs across the top of the page. Here is what each one covers:

TabWhat you can do
AccountUpdate your profile picture, email, phone number, timezone, time format, currency display, and app theme
Pre-Market RoutineBuild and edit your daily pre-market checklist
JournalingCustomise your journal fields, tags, and review prompts
Trading PreferencesSet default lot sizes, risk settings, and trading session preferences
NotificationsControl which alerts and reminders EdgeFlo sends you
IntegrationsManage your broker connections and linked accounts
Data and PrivacyView and manage your data
SecurityUpdate your password and manage account security
BillingView your plan, manage your subscription, and update payment details
SupportContact the EdgeFlo support team
AboutView the app version and legal information

Tip: You can also reach Support directly from the sidebar by clicking Contact Us at the very bottom of the left sidebar, without going through Settings.

FAQ

Where did the Settings link go? I can't find it in the sidebar.

Settings moved into the profile menu. Click your name and profile picture at the bottom left of the sidebar. A short menu will appear with a Settings option at the top.

How do I change my timezone or currency display?

Open Settings via the profile menu, then go to the Account tab. Your timezone, time format, and currency display are listed under the Preferences section. Click Edit in the top right of the page to make changes.

How do I switch between light and dark mode?

Click your profile at the bottom of the sidebar, then click Theme. You can also change the theme inside Settings > Account under the Theme section. The options are Light, Dark, and System (which follows your device's setting).

How do I contact support from within EdgeFlo?

Go to Settings > Support, or click Contact Us at the bottom of the left sidebar. You can also reach support directly at app.edgeflo.com/settings/support.

How do I manage my subscription or update my payment details?

Open Settings via the profile menu and click the Billing tab. From there you can view your current plan and manage your subscription.

Related questions

  • Where are the settings in EdgeFlo?
  • How do I find my account settings in EdgeFlo?
  • Where did settings go in EdgeFlo?
  • How do I change my timezone in EdgeFlo?
  • How do I switch to dark mode in EdgeFlo?
  • How do I update my email in EdgeFlo?
  • Where do I manage my subscription in EdgeFlo?
  • How do I change my currency display in EdgeFlo?
  • How do I add a phone number to my EdgeFlo account?
  • Where is the billing tab in EdgeFlo?
  • How do I log out of EdgeFlo?
  • How do I contact EdgeFlo support from inside the app?

Still have questions? Contact our support team.

Was this article helpful?
0 out of 0 found this helpful