Managing Adviser Profiles FAQs

How to Manage Adviser Profiles

To manage Adviser profiles, log in to your dashboard where you can:
  • Consolidate your list of Advisers by clicking the “Merge” button on the new Company Advisers tab.
  • Link or unlink an Advisor to multiple company branches using the “Locations” tab.
  • Sort the list of Advisers in a branch in the order you want them viewed by using the “Display order” function in the Branch Adviser tab.
If you created Adviser profiles before 24th February 2022 start with this guide 
For step-by-step instructions, read the ‘How to manage company level adviser profiles guide’