Advisor360 Pre-fill Advisor User Guide - Overview

Introduction

The purpose of this document is to provide an overview of the Advisor Pre-fill feature. This guide is for publishers so they can use it to setup an Advisor profile to be reused easily.

What is Pre-fill Advisor? 

Pre-fill Advisor is an Advisor360 feature that allows publishers to quickly populate landing pages with advisor data stored in their contacts. Publishers that support multiple Advisors can create a record for each of their Advisors and then have that data populated on the landing pages. This helps advisors to reduce errors when manually entering data and speeds up data-entry.

The feature works exactly the same as the client/account owner pre-fill except it is tailored for Advisor information. Look for the person icon at the top right of the Investment Advisor or Authorized Agent (Fidelity) section.

After clicking on the Pre-fill icon, a list of available records will be displayed.

After selecting a Pre-fill record the Advisor data will automatically populate on the landing page (see list below for fields that can be populated).

How Does Pre-fill Advisor Work?

Publishers can manually enter Advisor information within the ‘Wealth Advisors’ Contacts section of the Advisor360 platform. For each advisor record, the publisher can specify their name, email, phone, and some custodian specific information. This will allow you to define Fidelity, Schwab and Pershing values unique to the Advisor (ie. agent number). An unlimited number of Advisor records can be created. All information is stored in the Advisor360 database.

When a publisher chooses to pre-fill advisor information, the values specified in the pre-fill record will overwrite any company default values within the transaction. If no values are specified in the Advisor record then any company default values will remain. Please note: you cannot revert back to company defaults within the transaction once you pre-fill. You will need to manually enter the correct information, or, cancel and initiate a new transaction.

How Do I Add a Pre-fill Advisor?

1.) Click on your name and Contact Details

2.) A new browser tab will open. Click on Pre-fill Records

3.) Click on the drop down for Pre-fill Definition and select on Wealth Advisors

4.) Click on the + icon, located at the bottom right corner of the browser tab

5.) Select the Add Record icon

6.) Fill out as many fields in the form as you want to pre-fill.

7.) Most of the fields names are self explanatory (i.e. AdvisorFullName, etc.). However, here are some custodian specific field name explanations and their acceptable values. All fields are optional.

Custodian	Section	Pre-fill Label	Screenshot / Description	Possible Values
All		advpf_AdvisorPrefillName	A display name for this pre-fill record. Choose a name that will make sense to you when you are viewing this record in the pre-fill selection (i.e. Advisor Alex Kam)	Any value
Fidelity	Authorized Agent(s)	advpf_FidelityAgentName1 advpf_FidelityDTCNumber advpf_FidelityGNumber1 advpf_FidelityAgentName2 advpf_FidelityGNumber2 advpf_FidelityAgentName3 advpf_FidelityGNumber3		Any value
Fidelity	Document Redirection	advpf_FidelityFidACProspectuses1 advpf_FidelityFidACReports1 advpf_FidelityFidACProspectuses1 advpf_FidelityFidACCorpActions1 advpf_FidelityFidACProxyGNumber advpf_FidelityFidACAdminName		MyAdvisor Me
Fidelity	Trade Confirmation Frequency	advpf_FidelityFidACTradeFrequency		Quarterly
Fidelity	Trading and Asset Movement Authorizations	advpf_FidelityFidACLevel		0 1 2 3
Fidelity	Dividend and Capital Gain Payments	advpf_FidelityFidACDCGPDividendReinvestment1		3 S D 4
Schwab	Advisor Information	advpf_AdvisorFirm advpf_SchwabMasterID1 advpf_SchwabServiceTeam advpf_AdvisorFullName advpf_AdvisorPhone advpf_AdvisorEmail		Any value
Schwab	Instructions About IA Authorization	advpf_SchwabTradingAndDisbursement advpf_SchwabTradingAuthorization advpf_SchwabFeePaymentAuthorization		On Off
Schwab	TAMP Authorizations	advpf_SchwabTAMPTradingAndDisbursement advpf_SchwabTAMPTradingAuthorization advpf_SchwabTAMPFeePaymentAuthorization		On Off
Pershing	Investment Professional Number	advpf_PershingIPCode		Any value