Editing Advisor Information

On this screen, you can

• Edit the personal and company information you entered when you first registered for GlobeAdvisor.
• Add assistants who can access and work with your information, except that which you have marked as Confidential.

Enter the following information.

• Personal Details: Fill in as much or as little information as you like in these areas, but note the following:
  • You must enter First/Last Name.
  • The Personal Greeting will appear whenever one of your clients logs on to GlobeAdvisor.
• Company
  • Category: Select the category from the pulldown box that best describes you. If none applies, select Other and complete the Other Category Details box.
  • Company: Select a company from the pulldown list. If your company doesn't appear here, complete Other Company Name.
  • Dealer Code: Enter the industry dealer code for your company.
  • Rep Number: Enter your personal rep number within your company.
  • Date started in Business/Book size (optional): Enter the appropriate values for your company
  • Primary/Secondary Email: Enter at least one email address. It will be used to send you further instructions once your registration has been validated.
• Login Information: You cannot change the username you took when you first registered with GlobeAdvisor, but you can change your password at any time. Enter the new password (at least 6 characters) twice where indicated.
• Manage Assistant Access: You can authorize one or more assistants who can create and update any information in GlobeAdvisor in your name, except for Client Files which you have marked Confidential.
  • To add an assistant, enter their name and give them a username and password.
  • To delete an assistant, Click the Remove Access box beside their name.

When you have completed this screen, click Submit Information to update your file.