Splitting Advisor Codes

Splitting Advisor Codes


A split Advisor Code is one that flows all revenue into other established Advisor Codes on a percentage basis you establish.

  1. Select or Create a New Advisor Code to function as the split code.
  2. Locate the code in Run Business > Firm Profile > Advisors.
  3. Click the Advisor Code to open the Split Code Settings window.
  4. Click the Split Code radio button.
  5. Select which codes this code will split to and at what percentages. You can add as many codes to route to as you like, so long as the total equals 100%.

  6. Click Save when finished.
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