After you have logged in, click on "Add New Plan" on your "Plan List" screen. From here, you can begin to input your plan information.
To allow your Advisor to access your plans, from your "Plan List" screen, simply "Click Here to Authorize Another User to Your Account”. From there you can either enter your current Advisor's email address or login name (some firms restrict their Advisors from listing in web sites so your Advisor might already be online with us even if he or she isn't in our directory) to request your plan information be copied to their account. Or, set up any additional user you like simply by creating login name and password and providing their email address or fax number. You can always remove their access later simply by clicking "Delete Proxy".
If you don't have an Advisor and want to search for one using our directory, click on Search the Advisor Directory on the home page. Click on one of the available Advisors and the directory will display more detailed information.