Getting Started
Your Advisor Portal
How Do I And FAQs
- How To Reset Your Advisor Password
- The Many Benefits of Two -Factor Authentication
- How Do I Contact Support? (For Advisors)
- How To Unlock My Advisor Account?
- Logging In To My Advisors Portal With Two -Factor Authentication
- Two-Factor Authentication On Your Advisor Portal
Payroll And Integrations
- How Do I Change My Pay Group With An Enabled Integration?
- Payroll Integrations - Descriptions and Responsibilities (For Advisors)
- Contribution Submissions - An Overview (For Advisors)
- Payroll File Submission Timelines (For Advisors)
- Why Do Payroll Delays Occur and How Can They Be Voided? (For Advisors)