The Advisor Template is a part of the Import Module and is a self-serving tool that can be used to upload new advisors into your system.

Once the Import Module is activated you will notice a new module on the left side of your screen.

After selecting this module, you will able to click on ‘Download Templates’ and select 'Advisor Template' in order to generate the Excel file that you will fill in with the information that you wish to upload.

The column headers in the template are listed below. Please note, columns with an * are mandatory fields that need to be filled out; all other columns are optional.

First Name*

Last Name*

Email*

Company Name

Address

Address 1

City

Postal

Prov/State

NRD Number

Rep Code

Jurisdiction

Phone

Phone Ext

Secondary Phone

Secondary Phone Ext

DR Grid*

We have provided a more comprehensive explanation of a few of these fields below:

Prov/State

You must use the full name of the Province or State - abbreviations will not be accepted.

Jurisdiction

The same rules apply, you must use the full name of the Province or State - abbreviations will not be accepted.

DR Grid*

Enter the portion of the transaction commission that is paid to the advisor.

Uploading process

After the template has been filled out with all the information that you wish to add you will be able to select Upload.

*Before uploading the template you should TRIM LEADING AND FOLLOWING SPACES

Once a file is added it will automatically start the validation and uploading process. Please note, the allowable file extensions are xls, xlsx and csv. Also, the maximum file size that can be uploaded is 80MB.

Subsequently, you will be able to track the status of the upload until it is complete. Be advised that it may take several minutes to finish based on the size of the file. If there are any issues the errors will be recorded so that you can make the necessary amendments to the file before uploading it again.

Otherwise, the file will be uploaded successfully and the data will now be in your system.