No, you don't need to register or sign up to view most of an advisor's profile on AdvisorCheck. We believe in providing easy access to essential information to help you make informed decisions about financial advisors.
Here's what you can do without signing up:
View an advisor's basic information
See their qualifications and experience
Read about their services and specialties
However, to unlock additional features and protect both advisors and consumers, we do require a simple sign-up for certain actions:
Comparing advisors: Use AdvisorCheck's Compare Tool to view up to three advisors side by side, comparing credentials, experience, disclosures, and fees. This feature is available after sign-up.
Follow advisors: Sign up to follow advisors you're interested in for easy access and future reference.
Asking questions: To ensure quality interactions, you'll need an account to ask advisors direct questions.
Requesting meetings: For scheduling and security purposes, meeting requests require registration.
Viewing contact information: To protect advisors' privacy, full contact details are available after sign-up.
Checking disclosures: To access potential red flags or important notices about an advisor, you'll need to create an account.
Creating an account is quick and easy - all you need is an email address. This helps us maintain a safe and trustworthy platform for both advisors and consumers like you.
