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Logging in to the Advisor Portal for the First Time

To log in to the Mako platform, advisors need to have an email account.

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.