Enter your's and your firm's details in the form fields, including your first and last name. Please use your own email address, as this will be your username for your account when you sign in. You can use an office number for the phone number field.
Add any custodian master accounts in the bottom table that your firm uses to oversee client investment accounts. You can enter multiple accounts for any number of different custodians in this table.
Click the Sign Up button at the bottom of the page. Your firm and user account are now created! You will be redirected to an instruction page on how to connect your custodian data feeds. Those instructions are also provided on our help site.
Go to the AdviceCloud login page and use the email and password you entered on the signup page