Here's how you, as an advisor, can manage your information on our platform:
Claim Your Profile: If you haven't already, the first step is to claim your advisor profile on AdvisorCheck. This process includes creating an account and completing our verification process that uses identity verification procedures, aligned with industry best practices. Verifying your identity ensures that you are the sole manager of your profile and safeguards you against impersonation on our site.
Access Your Dashboard: Once you've claimed your profile, you'll gain access to your personal dashboard. From here, 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.