As an advisor, you have two distinct views inside Policy Stack: your Advisor view (practice management) and your Consumer view (your personal banking system). The context toggle lets you switch between them instantly.
Where to Find It
The context toggle is located at the bottom of the sidebar. It displays your current context — either Advisor or Personal — with a switch icon.
How It Works
- Click the context toggle in the sidebar
- Select your target view — Advisor or Personal
- The sidebar and content update to reflect the selected context