To search for a user by name, email address, CSSID (PersonID), Branch, Affiliate or Region use the search bar in the top-right corner of the screen denoted by the magnifying glass.

The search will automatically load and show your results.

See additional articles "How to Add Columns" and "How to Filter".

Note: If you’re unable to find a specific user or Financial Advisor, ensure you are on the correct Practice Exchange affiliate. If you are still unable to find them, they may not have signed up on Practice Exchange. If they are not already signed up on Practice Exchange, their name will only come up in the Advisory Inventory and not on Users page.