Gaining Access to an Advisor's Hub

If you have never logged in to the Digital Workspace before, you will need to be granted access to your Lead IA's or Team's hub. 

This can be done by your Lead IA or another team member who currently has access to edit the website by performing the steps below:

Adding a New Team Member

1. Navigate to My Profile.

2. Select the Team Members tab in the top header. This will bring you to the page that lists everyone in your team.

3. Click the green +Add Team Member button at the top of the list. 

4. In the new window, you may set their Role as a Web Admin if you'd like them to be able to edit the website or a Web Subscriber if you'd only like them to be able to edit their own profile.

5. Fill in the required fields: Your Display Email, First Name, Last Name, and Job Title 1 with their information. Add any additional fields if desired.

6. When you are finished making changes, scroll to the bottom of the page and click Submit for Approval to submit your changes to Compliance for review. 

After your profile has been added to the website, you must first set your password before you're able to login. 

See: Resetting/Setting Your Password