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How Do I Assign an Advisor to a Compliance Officer?

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Log into your Twenty Over Ten account.


Under your list of ‘All Advisors’ are officer assignments for each advisor. By default each advisor is set to all advisors, which ensures that all officers will be alerted when that advisor submits a change.


Step 2

To assign a specific officer to an advisor, click the drop down menu under ‘assigned’ and select a specific officer, which you would like to assign to that respective advisor.


Note: Only that officer will be alerted when a change from the advisor is submitted (rather than the entire team).


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