Adding Advisors in Bulk

Adding Advisors in Bulk

Adding Advisors to the platform in bulk involves filling out a template spreadsheet and uploading it into AdvisorEngine.

Obtaining the Spreadsheet Template

  1. Navigate to Run Business > Firm Profile > Advisors.
  2. Click + Bulk Advisors.
  3. Click the Template link to download the Spreadsheet Template.


Filling in the Spreadsheet

  1. Open the downloaded file in Microsoft Excel.
  2. Fill in all relevant Advisor detail in the sheet.
    • Note that First Name, Last Name, and Email are required fields.
    • Phone numbers must be a valid 10-digit number with only numbers, spaces, or hyphens.
    • Any Advisor Codes that do not exist will be created on import.
    • If you list an Advisor Code that is already assigned on the platform, it will NOT be reassigned to the imported advisor.
  3. Save and close your edited spreadsheet.

Uploading the completed Spreadsheet

  1. Navigate to Run Business > Firm Profile > Advisors.
  2. Click + Bulk Advisors.
  3. Click Select Advisor List.
  4. Browse your PC for the saved Spreadsheet from above and click Open.
  5. Click Import List. You will be presented with a list of the data to be imported to verify for accuracy. If there are any errors with the data in the spreadsheet you will receive a pop-up warning.
  6. If the data is accurate, click Complete Advisor Setup.
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