You can update a headshot for a contact or your personal Wealthbox account profile image by hovering/rolling your cursor over the image and clicking “Update Headshot.” You can then choose to remove the image, drag and drop, or click to upload a new image. Once the upload is complete, click on “Change Photo” to save the changes.

Recommendations for contact headshots in Wealthbox:

• Accepted file types .jpg, .jpeg, .png, .gif
• Around 300–600 px on the shortest side
• At least 72–96 DPI (standard screen resolution)
• Square or near‑square aspect ratio to avoid odd cropping.

• Reasonable file size (not too large).