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Welcome to HeyAdvisor!
1
Invite User
2
Customize Content
3
Set Up Mailchimp
4
Complete
Invite a Team Member
Invite a secondary team member (you can do this later)
First Name
Last Name
Email Address
Role
Select one...
Associate
Portfolio Manager
Administrator
Other
Thank you! Your submission has been received!
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Invite team members below (you can do this later)
User 2
First Name
Last Name
Email
Role
Select one...
Advisor
Associate
Portfolio Manager
Administrator
Other
User 3
Select one...
Advisor
Associate
Portfolio Manager
Administrator
Other
User 4
Select one...
Advisor
Associate
Portfolio Manager
Administrator
Other
User 5
Select one...
Advisor
Associate
Portfolio Manager
Administrator
Other
User 6
Select one...
Advisor
Associate
Portfolio Manager
Administrator
Other
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
(skip for now)
