If you have permissions to manage settings & people you are allowed to associate an Adviser with a Paraplanner.

Follow this step-by-step guide on how to associate an adviser with a paraplanner:

After signing in, click on your name on the top right of the screen > Settings > People Management on the left.

Click on the name of the paraplanner you would like to manage > type in the name of the adviser in the input field labelled Type to add Advisers.

Click on Back to People Management list.

The association is complete.

For more information, please visit our official website.

Thank you.