Gaining Access to an Advisor's Hub

Modified on Wed, 23 Jul at 9:27 AM

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 any team member who currently has access to edit the website by performing the steps below: 

  1. To have your profile added to the hub, refer to: Adding a Team Member
  2. To display your profile on a web page, refer to: Displaying Team Member Profiles on Your Website

Note: After your profile has been added to the site, you must set your password before logging in for the first time.


See: Resetting/Setting Your Password

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