How to submit your Company Profile to Compliance? : Advisor Websites

How to submit your Company Profile to Compliance? Print

Created by: Michael Joy

Modified on: Thu, 16 Aug, 2018 at 12:33 PM

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

Classic Platform

Select Company on the left hand menu
Click the green Save and Submit to compliance button on the top right
If the button is not visible type a space into one of the fields and then delete it and you will see the button appear

Force Platform

Select the person icon on the top right
Select Company Information
Press the SAVE button on the pop up
Select SEND TO COMPLIANCE that now appears on the top right
On the drop down click the green button SEND CHANGES FOR REVIEW

M

Michael is the author of this solution article.

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