If on your current home screen you do not see Advisor Information, then you will need to add the card to your current screen following the instructions below. 


  • Click on the View All Cards link on the bottom right of the page. 
  • Once on the View All Cards screen you may look through the cards until you find one titled Advisor Information
     
  • If you do not see the Advisor Information  you may also search for the card then try searching for Advisor in the search box.
  • Once you have found the card click the  to add it to your home screen.