Practice Exchange

Learn about the Advisor Inventory page within the Admin View of Practice Exchange including what it is and who can be seen within the list.

What is the Advisor Inventory?

How to invite a Financial Advisor within the Advisor Inventory list to join Practice Exchange via email.

Inviting a Financial Advisor to Join Practice Exchange

Learn how to use the search function within Advisor Inventory.

How to Search in Advisor Inventory

Understand what information is provided and how to interpret it within the User Drawer in the Advisor Inventory.

The User Drawer

Practice Exchange Support

Learn about the Advisor Inventory section within the Admin panel of Practice Exchange, for those with Administrator access. This collection includes information on the Advisor Inventory, inviting Financial Advisors to Practice Exchange, making match pool exceptions and more.

Advisor Inventory

Find answers and get help from Intercom Support and Community Experts

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