How do I accept a new client linking request?

Q: How do I accept a new client linking request?

ADVISOR PORTAL LOGIN The Financial Advisor/Broker will receive an email notification of the client's request to link. The Advisor/Broker must approve your request (in Pending Items) before Friday afternoon to ensure the linking is completed over the weekend: Log into Advisor Portal . From the Home page, click the Dashboard tab. Select the Pending Items page. Click on the relevant item and complete the steps on the screen. Find more information on pending items in our Users' Guide.

ADVISOR PORTAL LOGIN

The Financial Advisor/Broker will receive an email notification of the client's request to link. The Advisor/Broker must approve your request (in Pending Items) before Friday afternoon to ensure the linking is completed over the weekend:

Log into Advisor Portal.
From the Home page, click the Dashboard tab.
Select the Pending Items page.

Click on the relevant item and complete the steps on the screen.

Find more information on pending items in our Users' Guide.

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