video1.0<iframe src="https://www.loom.com/embed/4872bc8902384df5a8eb6d57af998bf9" frameborder="0" width="1850" height="1387" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13871850Loomhttps://www.loom.com13871850https://cdn.loom.com/sessions/thumbnails/4872bc8902384df5a8eb6d57af998bf9-ac2e13e3f06f570c.gif595.663In this video, I walk you through the process of reviewing, editing, and creating compliance profiles, which are essential for our organization. I emphasize the importance of involving your broker to determine necessary requirements and provide guidance. You'll learn how to access and modify existing profiles, add custom requirements, and evaluate what should be included. Please make sure to follow the steps outlined to ensure your profiles are effective and ready for use.