General Questions about Advisor360 Express

Is Advisor360 Express secure?

Yes, every part of the Advisor360 Express system is designed with security in mind. Why?

• Your data is stored within Amazon Web Services facilities.
• Data is encrypted with AES 265-bit encryption in transit and at rest.
• Our infrastructure and application are audited by external 3rd-party security at least annually.
• Advisor360 Express is a PCI-certified and receives a SOC 2 Type 2 report each year.
• Advisor360 Express scans environments daily for vulnerabilities and partner with a third-party for Penetration Testing and Vulnerability Scanning.
• Advisor360 Express is compliant with GDPR, the CCPA, and the Massachusetts Privacy Act.

If you are a direct client with Advisor360 Express, you’ll be happy to know our security ensures that only members of your company can access data your company has generated. Further, your employees’ roles can be fine-tuned within the application for access and abilities. If you do business with a company that uses Advisor360 Express as a means to communicate with you, your business and personal information is accessible only to you and your business contact.

 

Can I use my Advisor360 Express account for transactions with other companies that use Advisor360 Express?

Yes, your Advisor360 Express username is your email address, and once you choose your password and security question, you are set to use Advisor360 Express with anyone who uses that email address to send you an online agreement.

 

Where do I go to see the agreements that I have signed?

The agreements you have signed are always available from either the link you used to sign the agreement or from the email you receive once the agreement is completed. If you have access to Agreement Manager you can log in to see all the agreements you have signed and/or published.

 

Can I download a copy of a completed agreement?

Yes you can download a PDF copy of the agreement by clicking on the 3 dot menu -> Download Option -> You will be given the two options to download -> Press Download button.

How would you like to print this document?

• Individual PDFs with Digital Signature certificates
• Merged PDF for Printing

*note: Depending on your internet browser settings, you may be prompted to open or save the PDF or it could open right in your internet browser.

When I opened a PDF from Advisor360 Express I got an error saying there were problems with the signatures.

That message is normal if you haven't added Advisor360 Express as a trusted identity. Without that, your PDF reader doesn't know what to validate the signatures against. Click here for steps to add Advisor360 Express as a trusted identity.

 

I misplaced the completion email stating that I signed an agreement. Whom should I contact to have the email re-sent?

You should contact the person who sent you the agreement in the first place and ask them to send you a copy of your agreement.

 

Can an agreement be forwarded to someone else for signing?

As a general rule, no. Only agreements specifically designated to allow alternate signatures may be forwarded to someone else for signing. If someone else should be signing the agreement please contact the sender and they can update the agreement.

 

How do I forward the agreement to you now that I’ve signed it?

Once the agreement has been signed by everyone, an email notification will go out informing all parties involved that the agreement has been signed, providing a link to the signed version of the agreement. There is no need to forward anything after signing the agreement.