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Can I edit my profile including retirement age, income, marital status or risk tolerance?


After you sign up for BrightFolio, you can edit your profile by following these steps:

1. Log in to SunTrust Online Banking
2. Click your BrightFolio account to launch your account summary screen
3. From the account summary screen, click to open your dashboard
4. Once in the dashboard, click on ‘Edit assumptions’ beside the graph
5. Here you can make changes such as:

  • Age you’d like to retire
  • Tolerance for risk
  • Marital status
  • Annual income

Once you’ve finished, click ‘Save’.