MyAdvisorData

Request partner access

Tell us who you are, who will sign in, and which products you want. We then send your principal contact a link to read and sign the partner agreement. Nothing is switched on by this form.

Your organization
Principal contact

The person who signs for the organization. The agreement link goes to this e-mail address.

Named sign-in e-mails

Each person who will sign in, with the assistant account that person connects from. The signer is included only if listed here.

Products
How your organization connects

Choose the statement that applies to your organization. Each named user confirms their own route at first sign-in.

Insurance

The partner agreement, section 14, says what is required while access is on.

Questions: support@myadvisordata.ai