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Contents
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Overview
The Advisor app allows you to quickly is a self-service app for advisors and their assistants. It allows users to upload the ADV Part 2B form into Docupace .
Menu Item
You can quickly. There are two ways to 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:Advisor ADV app.
Selecting from the top navigation toolbar dropdown (value is dependent on your site’s configuration)
Through Quick Start (under Manage Documents)
Note: Accessing the app through Quick Start requires that Quick Start is enabled in your site.
Available Actions
There are four actions you can take while in the Advisor ADV App.
A. Select an advisor
B. Upload a file
C. Review the existing form
D. Leave the App
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 Drag and drop the new version of the ADV Part 2B form or use the Direct File Uploader.
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Attention: Uploading a PDF will immediately replace an existing file. |
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.
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.
Close button to leave the app.
This button displays as Back if your site has Quick Start enabled.
Audience: Field Users
Functionality: The Advisor app allows you to quickly upload the ADV Part 2B form into Docupace.
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