Here's how you, as an advisor, can manage your information on our platform:
If you haven't already, the first step is to claim your advisor profile on AdvisorCheck following the steps below:
Click "sign-up" in the top right corner of our website
Select the "Advisor" option on the sign up page
Follow the subsequent steps to create your advisor account and complete our two-factor authentication to help confirm your identity and protect your account.
Once finished, we verify your information to ensure you are the one making the claim request. This verification safeguards you against impersonation on our site.
After AdvisorCheck verification is complete, you’ll receive an email with access to your personal dashboard where you can directly add and edit information such as your contact information, bio, services, areas of expertise, and fee structure.
AdvisorCheck also gathers information from FINRA’s BrokerCheck and The SEC's Investment Adviser Public Disclosure (IAPD) database. If the information you want to update originates from these sources, you'll need to make those changes directly on the FINRA BrokerCheck system or The SEC's IAPD website. Updates made on these regulator platforms may take time to reflect on AdvisorCheck due to data refresh cycles.
