Objective
This guide will show you how to log into Advisor360 Express' latest workspace.
*note: This page is for an Admin/Publisher/Advisor Account.
Instructions
Step A - Registration: For new users of Advisor360 Express
*Please skip this step, if you are already registered. Move to Step B.
1. If you are new to Advisor360 Express, you will receive a Welcome email to register your account.
2. Open the the link, and complete your registration.
*Please make sure to press "Almost Done: Save and Send" button to completely register your account and your signature.
Wait for the the message "You're Done!", before accessing the login page. To Login Advisor360 Express page, see Step B below.
Step B - How to Login Advisor360 Express (*For registered User)
1. Navigate to the following link: https://aex.advisor360.com (Prod) Or these alternative links below:
Staging - https://staging.wealth-agreementexpress.net/login
Production - https://us.wealth-agreementexpress.net/login
2. Log-in with your E-mail and Password.
3. If your company has Two-Factor Authentication enabled, you will be prompted to retrieve and enter a code.
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Select an option to receive your code (ie, E-mail or Text Message)
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Retrieve your code from your selected option.
Note: Codes expire after 5 minutes. If your code has expired, simply select the Request a Code to resend. -
Enter the code in the textbox
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Click Submit
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4. If your login is successful, you should be able to see the Advisor360 Express-Workspace. See below:
Are you looking for Staging? Use this link instead https://staging.wealth-agreementexpress.net/
*Keywords: Registration for Admin Role and Publisher Role.
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