How can I complete new advisor paperwork?

You can use our Hiring products to complete advisor agreements with new advisors. To get started:

1
Click Teams in the main navigation bar.
Arrow pointing to the Teams tab in the main navigation bar
2
Select the team you want to complete new advisor paperwork for.
A pop-up menu with a list of different teams to select from
3
Click Overview in the sub-navigation bar to open the team overview page.
Arrow pointing to the Overview tab in the sub-navigation bar
4
Click the Advisors tile.
Arrow pointing to + Advisor in the section on the Overview page about advisors
Note: If you haven’t yet added any advisors, click Add One under No Advisors Found.
5
Click + Advisor.
A pop-up menu with an arrow pointing to the option to click + Advisor
6
Click Start Paperwork.
A pop-up menu with an arrow pointing to the option to click Start Paperwork
7
Click Start Document Set and then fill out the required information for the document set.
A pop-up menu with an arrow pointing to the option to click Start Document Set
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