Classic Platform | Force Platform | What platform am I on ?

 

Classic Platform

 

  1. Select Company on left menu
  2.  Complete fields in Personal Details (Note: First and last name are for primary adviser. Phone number fax etc. will appear in footer and contact sections)
  3. Complete Organizational Details for Company Information
    • Client Login URL - Complete if you use a separate software system for client login
  4. Complete Office Locations (Note: This information will appear in the footer and contact sections)
  5.  Complete License Information for applicable jurisdictions 
  6.  Complete Headshot and Biography of main advisor (if applicable)
  7. Complete Disclaimer  (Note: This information will appear in the footer of every page.)
  8. DON'T FOR GET TO CLICK SAVE BEFORE NAVIGATING AWAY! 

 


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