Logging in to the Advisor Portal for the First Time

To log in for the first time:

• Advisors will receive an email with a link that they should click.

• Once the link is clicked, advisors will be taken to the platform where they will be prompted to create a new password.
• Enter a new password.
• Select Change Password.

Note: The password must include at least one number, at least one punctuation mark or symbol, and at least one upper-case letter.

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