The dashboard is the first thing you'll see when you log in as an adviser, and can be used to access different useful areas. It can also be accessed at any time by pressing the icon in the top right corner of the website:

There are three areas on the dashboard, pictured and explained below.

Update Advisor

This section is for updating details about your adviser account.


The Users section is for managing the different people who can log on to your adviser account; you can edit, remove or add users from here. A user is someone you work with who can also administer companies on your account.


This is a list of companies that you or another user can administer. New companies can be added or existing ones administered from here

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