Account Settings

Account preferences

These are the setting associated with your log in. To edit what information is viewable on your content see you 'content display settings'.
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Team member

Resend Invite Link
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First Name
Last Name
Contact Email
Profile Picture
Max file size 10MB.
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Job Title
Designations
Phone Number
Booking Calendar
Website

Social Media Links

LinkedIn
X
Facebook
Instagram
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Account
Team Members
Content Display
Billing Information
Profile
Manage Users
Advisor One Details
Advisor Two Details
Company
First Name
Last Name
Contact Email
Profile Picture
Max file size 10MB.
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fileuploaded.jpg
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Job Title
Designations
Phone Number
Booking Calendar
Website

Social Media Links

LinkedIn
X
Facebook
Instagram
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Logo
Max file size 10MB.
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fileuploaded.jpg
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Brand Colour
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Subscription
Payment Method
Billing History

Active Subscriptions

Brand Pro
Monthly
Active
Upgrade
Next Billing Date: 31 July, 2024

Saved payment methods

Visa ending in 1950
Expiring on 01/25
DefaultEdit
Mastercard ending in 2058
Expiring on 09/24
Set as DefaultEdit
Add new card
Date
Method
Type
Amount
Invoice
July 1, 2024
Visa ****1950
Brand Pro Renewal
$286
Download
June 1, 2024
Visa ****1950
Brand Pro Renewal
$286
Download
May 1, 2024
Visa ****1950
Brand Pro Renewal
$286
Download
April 1, 2024
Visa ****1950
Brand Pro Monthly Plan Purchase
$286
Download
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Contact UsIntegrations &
Partners
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Based in Toronto, Ontario, Canada
contact@heyadvisor.ca
Profile
Team Member
Manage Subscription
Billing Information
Content Display Information

Update your profile

Your account information

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Reset your password

Reset your password
Reset your password

Update your team member

Change your secondary user

Success! Your Team Member Will Be Sent an Email
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Resend invite link

Invite Link Has Been Resent
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Manage your subscription

You are currently subscribed to a
Name of Membership
plan

Upgrade your account

See Pricing

Cancel your account

Cancel Subscription
There was an error cancelling your subscription, please email contact@heyadvisor.ca

Manage your account

Billing Information and Receipts

Manage your subscription

Billing Information and Receipts

Update Your Content Display

Please fill out the form below with any changes.

We will reach out when changes have been made.
Max file size 10MB.
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fileuploaded.jpg
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Max file size 10MB.
Uploading...
fileuploaded.jpg
Upload failed. Max size for files is 10 MB.
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Welcome back, name (custom field)

Use the form below to update your profile.
We collect this incase of emergencies.
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Welcome back, name (custom field)

Use the form below to update your profile.
We collect this incase of emergencies.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Welcome to HeyAdvisor!

Let's Get Started

What content display layout would you like?

BackNext

Welcome to HeyAdvisor!

Add your logo
Max file size 10MB.
Uploading...
fileuploaded.jpg
Upload failed. Max size for files is 10 MB.
Choose your brand colour
BackNext
Advisor 1 Details

What is the advisor persona to be display on the content?

This will be the advisor displayed on all content pieces.
First Name
Last Name
Contact Email
Profile Picture
Max file size 10MB.
Uploading...
fileuploaded.jpg
Upload failed. Max size for files is 10 MB.
BackNext
Advisor 1 Details

Add your client-facing details

Not all information is required, only fill out what you would like displayed on your customized content
Job Title
Designations
Phone Number
Booking Calendar
Website
BackNext
Advisor 1 Details

Add your client-facing social media details

Not all information is required, only fill out what you would like displayed on your customized content
LinkedIn
X
Facebook
Instagram
BackNext
Advisor 2 Details

What is the second advisor persona to be display on the content?

This will be the advisor displayed on all content pieces.
First Name
Last Name
Contact Email
Profile Picture
Max file size 10MB.
Uploading...
fileuploaded.jpg
Upload failed. Max size for files is 10 MB.
BackNext
Advisor 2 Details

Add your client-facing details

Not all information is required, only fill out what you would like displayed on your customized content
Job Title
Designations
Phone Number
Booking Calendar
Website
BackNext
Advisor 2 Details

Add your client-facing social media details

Not all information is required, only fill out what you would like displayed on your customized content
LinkedIn
X
Facebook
Instagram
BackNext

Confirm Your Details

BRANDING Details
Logo:
Colour:
Advisor 1 display Details

Name:

Name

Advisor 2 Display Details

Name:

Name

Back

Are you part of a larger organization?

If you are part of a larger organizaiton or MGA please let us know.
Select an organization:
BackNext

What would you like to do for your free trial?

For your free trial, you have the option of customizing the content with your branding. You can also browse our library with a generic branding to get a feel for our content.
BackNext
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Success!

Your content is now in the process of being prepared and optimized to ensure the best possible experience.

‍This typically takes 1 business day.

‍In the meantime, we invite you to explore the library. If you have any questions or need assistance, don't hesitate to reach out.

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