To add additional users to the compliance dashboard, please get in contact with our Compliance Support team by sending an email to Compliance@advisorwebsites.com or by submitting a ticket.
To expedite the creation of a new user, please ensure the information below is included.
Workflow/Broker-Dealer of the reviewer:
First and Last name:
Platform Required: (Legacy/Force or both)
During normal business hours, most compliance requests are resolved within two hours.