Registering for GlobeAdvisor
To register for the GlobeAdvisor facility, click
Register for globeadvisor on the GlobeAdvisor Home Page. The Registration screen appears. Here
you can enter your personal and company information, so that you can start using the
system. You can also edit most of the fields later if required.
Note: Only qualified financial advisors are eligible to use
GlobeAdvisor. All new registrations will be validated with the company you specify here.
- Personal Details: Fill in the requested information. First and last names are required.
- Category: Select the category from the pulldown box that best describes you.
If none applies, select Other and complete the Other Category Details box.
Select a company from the pulldown list. If your company doesn't appear
here, complete Other Company Name.
- Dealer Code: Enter the industry dealer code for your company.
- Rep Number: Enter your personal rep number within your company.
- Date started in Business/Book size (optional): Enter the appropriate values for
- Primary/Secondary Email: Enter at least one email address. It will be
used to send you further instructions once your registration has been validated.
- Login Information: Enter the user name you want to use when you sign on
to GlobeAdvisor, as well as a password (enter twice where indicated). User name and
password must each be 6 or more characters. Note that you cannot change your user name
once you have chosen it, but you can always change your password on the Modify Advisor screen.
- Terms and Conditions: Read the terms and conditions carefully. If you
have any questions, please contact firstname.lastname@example.org
before proceeding with the registration.
Once you have verified that all of the information you have entered is accurate:
- Make sure that the box beside I have read and agree to the terms and conditions of
registration is checked.
- When you have completed this screen, click Confirm Registration.
A confirmation screen appears welcoming you to GlobeAdvisor.
- Click Advisor Login, enter your new username and password, and click Login.
Your personal GlobeAdvisor Home Page appears.
You can now start using the service.