FAQ: How to Add/Remove an Advisor Connection

The Advisor Connection Tool is designed to help Canadians collaborate with financial advisors and planners effectively. Here's how it works:

Key Features of Advisor Connections:

1. Advisor Selection:
   • The platform enables users to connect with fee-only, advice-only financial planners or traditional advisors with assets under management.
   • Users can browse bios of advisors who have chosen to make their profiles available.
2. Connecting with an Advisor:
   • Once an advisor is selected, users can view their calendar to schedule meetings, such as introductory calls or planning sessions.
3. Removing Connections:
   • Users have full control to sever connections with advisors at any time.
   • By accessing the Advisor Connections section and clicking the "Remove Connection" button, the advisor loses access to the user's account.
4. Privacy and Security:
   • The tool ensures that users maintain control over their data and advisor relationships.

Example: Suppose you connect with an advisor for an initial consultation but later decide to work with a different advisor. The platform allows you to remove the first advisor's access with a single click, ensuring seamless transitions and safeguarding account information.