ADVISORS AND AFFILIATES
Request a login.
Advisors and affiliates get an account after approval. The pathway data room opens once the invite is accepted. Agreement and payout setup can wait.
1Tell us who you are and your firm.
2We review the request and email an invite if it's approved.
3Accept the invite, then open the data room or copy your client link.
Request received.
We'll review it and email an invite if it's approved. Nothing is created until then.