The Circle of Wealth® software offers target culture USA and target culture Canada. The software defaults to USA, to change your target culture to Canada follow the steps shared below. (Click here to see the list of what changes).
Explainer Video:
Update OCQ (Online Confidential Questionnaire) Settings with Target Culture: Canada
If you use the OCQ (Online Confidential Questionnaire), you also need to update the OCQ Portal Management Settings to reflect target culture Canada. This must be done AFTER you switch your software's Settings to target culture Canada (as indicated with the steps above).
1. To access the OCG management portal, go to the Contact Dashboard:
2. Next, click on the button for the Online CQ / Import File and select Online CQ:
3. Once the Online CQ management portal opens, click Settings:
4. You do not need to make any changes on this page, simply click Save Changes and OCQ Portal culture will be set to Canada:
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