Friday, January 25, 2013

Advisor Portal Updates This Weekend

This weekend we will be making a number of updates and enhancements to your Advisor Portal. When we are doing so, these updates will generate alerts that will be sent to your email inbox.

Please ignore these since there is no action to be taken on your behalf.

If you do not receive these alerts, this most likely means that you have not yet "Subscribed to Site Changes." If this is the case, please do so (Monday would be best!) by:

1)  Accessing your Advisor Portal

2) Clicking the "MORE" button at the top right of your portal

3) Selecting "Subscribe to site changes" (as opposed to "page changes")

This will alert you when AdvisorAssist uploads new documents or add any comments to your portal going forward.

Apologies for any inconveniences this may cause.  Have a great weekend!


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