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Accessing the App
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Attention: This app requires additional licensing. Please check with your system administrator for more information about your available apps. |
The ADV Part 2B app in Quick Start The Advisor app allows you to quickly upload the ADV Part 2B form into Docupace. To
Menu Item
You can access the app through the navigation toolbar.
Quick Start Tile
If your firm has Quick Start enabled, you can click the ADV Part 2B tile. It is located under the Manage Documents section.
Available Actions
Once you are in the app, you can:
Select an advisor if one is not already selected.
Note: Advisors will have themselves selected automatically. Assistants will see all relevant advisors.
Use the Direct File Uploader to add a new version of the ADV Part 2B form.
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Attention: Uploading a PDF will immediately replace an existing file. |
View the existing ADV Part 2B form for the selected advisor.
Note: If the form does not already exist, the system will display a placeholder document.
Click the Back button to return to Quick Start.
After Uploading
After you upload a new document, you will see a confirmation message. The image on the right (C) will change to display the new document.
When an advisor has this firm on file, they and their assistants can include this form in work items and disclosure documents.
Audience: Field Users
Functionality: Quick Start is a page in Docupace that The Advisor app allows you to access many convenient appsquickly upload the ADV Part 2B form into Docupace.
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