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User Profile

The Profile page lets you manage your account details and review your Secure Share activity. It includes two tabs:

  • Update: update profile details and change your password
  • Shares: view and manage shares you have sent

1. Update

All profile changes require you to enter your Current Password.

profile

1.1 Fields

  • Username: your InvestLens username (cannot be changed).
  • Display Name: the name shown in the application where applicable, e.g., secure share emails.
  • Email address: the email associated with your account.
  • Current Password: required to save any changes on this page.
  • New Password (optional): enter a new password only if you want to change it.

1.2 Password change behavior

  • To change your password, enter a value in New Password.
  • If New Password is left blank, your password will not change.

2. Shares

The Shares tab provides a management view of your Secure Share activity (Ideas and Portfolios). It lets you track share status and revoke invitations that have not been accepted.

share status

See Secure Share for details.