How do I create a new advisory journey?

Path: "Investors" > "Investors" > Selecting the Account

Creating an Advisory

Steps:

1. Navigate to the "Investors" section and select the relevant account by name.
2. In the detailed view, you will find the "Advisories" section on the right side.
3. Click on the "Create Advisory" field within the "Advisories" section.
4. Complete the required data and confirm to create the advisory journey.

We hope this information has been helpful. If you have any further questions, please feel free to contact our support.