Adding and Editing a Distributor

Distributors can be added from the Advisers menu

Should the company already exist in the system, selecting the company will create a Distributor role for the existing company.
If the company does not exist, select ‘Create new’ and the company will be created with a Distributor role.

The Distributor can be linked to one or more Brokerages

Last Updated on 1 month ago by Antoinette Van Meyeren