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How Do I Add, Manage, and Delete Compliance Officers?

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Log into your Twenty Over Ten account.

Note: Be sure to log in to your admin account to have full control over your compliance team, and add & delete compliance officers.

Step 1

From your admin account, click ‘my account’.

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Step 2

From the dropdown, select officers

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Adding a Compliance Officer

To add a compliance officer to your team, click ‘add new officer’.

3

Fill out the name, email, and a temporary password for that officer. Each officer will be able to login through these credentials and update their password at anytime.

4

Click ‘create officer’

5

Edit an existing Compliance Officer’s information

From the list of officers, select ‘edit’ and update any of the available information.

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Click ‘save officer’

saveofficer

Delete a Compliance Officer

From the list of officers, select ‘delete’. Confirm whether you want to delete that advisor.

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Confirm that you would like to delete that officer to permanently remove them from your team

confirmdelete

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