How Advisor Onboarding Works
Understand advisor sign-up, firm matching, review, and workspace access.
Advisor onboarding helps SMB.co confirm who you are, connect you to the right firm or team, and route you into the advisor workspace.
What SMB.co may ask for
SMB.co may ask for your name, email, firm details, role, and basic context about the clients or business owners you support.
After you submit
After onboarding, SMB.co may review your access, connect you to an advisor firm, or ask for more information before enabling advisor-only workflows.
If you cannot access advisor tools
Make sure you are signed into the correct account. If your advisor workspace is missing, contact support with your account email, firm name, and the workflow you expected to access.