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Log into your Twenty Over Ten account.
Note: Be sure to log in to your admin account to have full control over your compliance team, and add & delete compliance officers.
Step 1
From your admin account, click ‘my account’.
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Step 2
From the dropdown, select officers
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From here, you can:
Adding a Compliance Officer
To add a compliance officer to your team, click ‘add new officer’.
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Fill out the name, email, and a temporary password for that officer. Each officer will be able to login through these credentials and update their password at anytime.
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Click ‘create officer’
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Edit an existing Compliance Officer’s information
From the list of officers, select ‘edit’ and update any of the available information.
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Click ‘save officer’
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Delete a Compliance Officer
From the list of officers, select ‘delete’. Confirm whether you want to delete that advisor.
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Confirm that you would like to delete that officer to permanently remove them from your team
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