Settings and account
Notifications, referrals, and help tours
Open the notification center, find account notifications, and restart product walkthroughs.
Use the notification control in the app’s top bar to open the notification center. It lists available workspace notices and lets you review or mark items using the controls shown there. Notification types depend on events in your account.
Restart a tour
- Open Settings → Help.
- Find the area you want to learn.
- Select Start to open that walkthrough.
The Help section includes tours for areas such as Overview, accounts and import, trades, journal, reports, Playbook, Backtesting Beta, goals, Assistant, Data, and Settings.
Referral controls, when enabled for your account, are under Settings → Referrals. If you expected a notice or referral option and cannot find it, check your account state and see troubleshooting.