Practice Settings

Notification Preferences

Control which events trigger email notifications and at what frequency:

Default Views

Default Views let you set which screen opens when you navigate to each main section:

• Clients list default sort — sort by name, engagement score, or join date
• Default date range — the analytics period that loads by default (7 days, 30 days, 90 days)
• Snapshot reminder threshold — how many days without a new snapshot before a client shows a stale-data indicator in your list

Integrations

Integrations are no longer in Practice Settings. They have their own page under Practice Tools → Integrations in the left menu. Old links to the settings page still take you there.

For setup steps, read Integrations: Connect Your Practice Tools. It links to a full guide for Google Workspace and GoHighLevel.

Profile Slug

Your profile slug (the /advisors/your-slug portion of your public URL) is set during onboarding and can be changed in the directory section of Practice Settings. Changing it updates your profile URL immediately and retires any short-link address tied to the old slug, so update printed material and signatures when you rename.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.