If you do not have a Max Advisor Dashboard, visit MaxForAdvisors.com to register as an advisor. Dashboard accounts should be in the name of the financial advisor but can be used by anyone who supports the advisor, such as someone in operations or client services.
From the Max Advisor Dashboard, the advisor or other team member supporting the advisor should click “Invite Clients” then "Client Invitation Form" to start the setup process.
The following video details how to complete this process:
If you have any additional questions about getting started, please contact email@example.com, and we'll be pleased to assist.