Support Center

Add a new advisor to your account group

Last Updated: Oct 20, 2016 03:09PM EDT
If you are using a Financial DNA Subscription package, you will be prompted to select an advisor when scheduling clients and generating reports. The advisor's name is used for record retention purposes, appears on the client's report and can be used for compliance purposes with enterprise clients.

Please contact support@dnabehavior.com and we can add an additional advisor to your account for you. 

Where this information is visible on client records:


Where this information is visible on the client reports: 


 

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