Advisors have to complete a training course before they can be certified as an advisor by . Advisors do not count towards your staff on your subscription, as they have access to your account through their Portal.
To invite an advisor:
- On the toolbar click the Settings
icon.
- On the General Settings tab, make sure that the Staff section is selected.
- On the Staff screen, make sure that the Advisors tile is selected.
- Click + Invite New Advisor.
- In the Invite An Advisor dialog, type the company name of the accredited advisor you wish to invite. matches company names as you type.
- Select the advisor from the drop-down list and click Invite. You will receive a confirmation message that tells you an advisor has been invited into your account.