Signing in on Behalf of an Adviser

Signing in on Behalf of an Adviser

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, click on the option for 'Adviser Companies':


Step 3: 

Next, select the Adviser Company you wish to add the new Adviser to using the eye icon:


Step 4: 

Once you have accessed the relevant Adviser Company's record, click on the option for 'Advisers':

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Step 5: 

This will bring you to the Advisers page, here you can sign in as an Adviser using the 'Sign in' button:

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Step 6: 

Once you have clicked the 'Sign in' button you will be able to access the Adviser's Portal record, here you can view the Adviser's Dashboards as well as check their chat messages. 

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