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Data Management

Data settings power how data flows through the WealthSmyth application. To can view your current distributor, click your name > Settings.

Distributor Information

Your Distributor is your 'parent agency', which determines your built-in data in the system, including available carriers, products, contract levels, and commission rates.

Change your Distributor by opening a support ticket.

Distributor Upline

Your Distributor Upline shows who can view your business data and support your performance and growth.

Contact your Upline Leader to change your Upline in the system.

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