Advisor Portal Upgrade Process - Tutorial

FAQ

What’s new in the Advisor Portal?

Our new Advisor Portal gives you access to everything you’re accustomed to, with strengthened security using multi-factor authentication (MFA), improved and simplified navigation as well as new features.

What happens if I don’t upgrade before June 30?

You will no longer be able to initiate your upgrade through the old website. After June 30, you’ll need to contact your regional Sales Coordinator to establish a new Advisor Portal account.

What if I can’t remember my password?

Contact your regional Sales Coordinator.