Now you can access some of the most popular features on the Business Centre directly from the My Advisor Dashboard home page! The newly added Business support section on the My Advisor Dashboard allows you to quickly and easily access the most popular Business Centre features directly from the dashboard home page. This means you no longer have to go to the Business Centre to view client and policy searches, reports and more.
The new section also gives you access to other features that allow you to perform functions such as completing client, policy and general business searches, generating ad-hoc investment statements and viewing contract and compensation details. 
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Two new Quicklinks have also been added to the My Advisor Dashboard home page. You now have quick access to Insurance Rates of Return, and Prices and Performance, to make doing business with your clients that much easier. 
Not registered yet? My Advisor Dashboard can make your life easier with real time application statuses and self-service transactions, and we continue to enhance it with features that you have been asking for. 
FOR ADVISOR USE ONLY |
