Your Blendable Advisor Centre allows you to review and update the license and E&O information we have on file in order to keep it current.
You can view this information by selecting Licenses and E&O Info on your profile menu or by clicking the here link on the dashboard.
The License & E&O Info page displays:
- The Expiration Date for the E&O Certificate we have on file for you.
- Your License Number, Province of Issue, Issue Date, and Expiry Date
If no E&O Certificate or License is on file or if the information is out of date, use the Add buttons to add current E&O Certificate and/or License details.
To add an E&O Certificate:
- Enter the required details
- Upload the file (note maximum file size and file type accepted)
- Click Create
To add a License:
- Enter the required details
- Click Create (no upload is required to add a License)
Our Team will review any changes you make to your license and E&O Certificate and then mark VERIFIED as "True". Once verified, you'll need to Contact us for any additional changes.