📄️ Sign Up a New Firm
1. Go to the AdviceCloud sign up page.
📄️ Connect Custodian Data Feeds
In order for AdviceCloud to import and display your clients' investment account information, we first need to connect your custodian account data to AdviceCloud. You will need to follow the instructions linked below in order to connect your custodian master accounts to AdviceCloud's custody data provider, BridgeFT.
📄️ Invite Users
An AdviceCloud user is a member of a firm. In order for a user to log into AdviceCloud and access their firm's data, they must be invited to that firm by another user.