Advisor Centre How To
Articles about how to use the Blendable Advisor Centre
Advisor Centre Feedback
Just because we've launched the Blendable Advisor Centre, doesn't mean we're done with it! We're always looking for w...
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Reviewing your plans
What's the best part of the Blendable Advisor Centre? In our humble opinion, it's the ability to check up on your pla...
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A note about advisor emails
The dashboard of your Blendable Advisor Centre displays a Profile Email. This is the address you use to login to your...
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Viewing and editing your contact info
You can use the Blendable Advisor Centre to keep us updated on any changes to your contact info. After logging in, yo...
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Viewing and updating your license and E&O information in your Advisor Centre
Your Blendable Advisor Centre allows you to review and update the license and E&O information we have on file in orde...
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Accessing your Centres
You may have a few different roles related to your plans - advisor, Plan Sponsor, Plan Administrator, and Plan Member...
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