Adding Advisors

Adding Advisors

Though not required, it is suggested to create all relevant Advisor Codes for the Advisor first.

  1. Navigate to Run Business > Firm Profile > Advisors.
  2. Click + New Advisor in the upper right. The Advisor Profile page opens.
  3. Fill in the required fields of First Name, Last Name, and Email. The email address you enter is where the Advisor will receive their clients’ DocuSign envelopes.
  4. If you have already created the Advisor Code(s) for the Advisor, use the Find Available Codes control to select the currently unassigned codes that should belong to this Advisor. If you have not yet created the codes, you will need to edit the Advisor later after the codes have been created.
  5. Fill in any other relevant details on the profile.
  6. Click Save & Close at the bottom when finished.

After you have added an Advisor, ensure that their Advisor Profile is completed.

Advisors may also be added in bulk, particularly during the initial setup if needed. See Adding Advisors in Bulk for more information.

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