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Issuer - Advisor Issuer Access Checkbox
Issuer - Advisor Issuer Access Checkbox

Control whether or not an Issuer and Offering are viewable to advisors that have an active portal through the Issuers system.

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Written by Exempt Edge
Updated over a year ago

All Issuer Edge users now have access to an 'Advisor Viewable' checkbox on each issuer profile. If an issuer has its 'Advisor Viewable' Checkbox turned off then the advisors will not be able to see the issuer in any tables, reports or drop-down filters.

By default this checkbox is 'Active' - Advisors would have access to the issuer and offering.

To adjust this setting go to the Issuer's profile, click 'Edit Issuer', navigate to the 'Advisor Viewable' checkbox and click Save.

What the Issuer's advisor would see before the checkbox was deactivated.

What the Issuer's advisor would see after the checkbox was deactivated.

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