Creating an Adviser Company

Before creating an Adviser Company, you must first create an Admin User, for information on how to do this please read: Creating an Admin User

Step 1: 

Click on the cog icon in the top right-hand corner of the Portal screen to access the Maintenance Panel:

Step 2: 

Once you have accessed the Maintenance Panel, select the option for 'Adviser Companies':

Step 3: 

Once you have accessed the Adviser Companies page, click on the option to 'Add New':

Step 4: 

Next, fill out the details of the Adviser Company to create the Adviser Company:

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