How can I complete new advisor paperwork?
You can use our Hiring products to complete advisor agreements with new advisors. To get started:
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Click Teams in the main navigation bar.
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Select the team you want to complete new advisor paperwork for.
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Click Overview in the sub-navigation bar to open the team overview page.
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Click the Advisors tile.
Note: If you haven’t yet added any advisors, click Add One under No Advisors Found. - 5
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Click + Advisor.
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Click Start Paperwork.
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Click Start Document Set and then fill out the required information for the document set.