This sheet will show you how to set up your advisor profile to include your name and contact information on the illustration reports before you begin an illustration.
- Click the Tools button and select Producer Management.
- Click the Add button.
- Enter Advisors first and last name. The other information is optional.
- You can select the Product, Concept and Global tab to change your defaults regarding certain products. Click on OK.
- Now you may select the Producer/Advisor of choice and click on Logon.
Note: Always double check the current producer to confirm you have the correct one. Click on OK.