Migrating from the Advisor Portal to the Business Portal
Skip ahead by clicking on the links below:
- What do I need to do?
- How can I get started?
- What information do I need to provide?
- Can I get an extension?
- How does this upgrade benefit me?
- How do I get customized branding?
What do I need to do?
-
-
- Complete application will all required documentation
- Provide a list of all the account numbers you currently service
- Accept User Agreement
- Provide any branding documentation (optional)
- Schedule a Demo
-
How can I get started?
- If you are a Sales Rep or Advisor, inform your company executives of the change.
- Reach out to eugenio.m@aetrust.com and let him know you are ready to transition.
- You can then go to business.aetrust.com/onboarding and create your account while supplying all the information necessary.
What information do I need to provide?
- General business contact info
- Owner’s photo identification (pick one)
- Driver's license
- Passport
- State ID
- Business documentation
- Operating Agreement
- Articles of Incorporation
- Certificate of Good Standing
- EIN Confirmation Letter (SS4)
- W9
- Corporate Resolution (Corporate Authorization)
- Any other licenses
Can I get an extension?
- Please contact eugenio.m@aetrust.com and explain the reason for your extension.
How does this upgrade benefit me?
- You are given access to the industry leading software for retirement services in alternative investments.
- You will be able to take advantage of the latest features such as a business cash account, business bill pay, mobile user onboarding, account search, support for compliance standards (e.g., SOC2, SEC, FINRA), improved investment management, customized branding and much more.
How do I get customized branding?
-
- Simply request this when you reach out to eugenio.m@aetrust.com . You can then provide a domain such as www.mywebsite.com so you can direct your customers to the platform directly from your website.
Where do I log in now?
-
- You can log in at business.aetrust.com
How will this affect my clients?
-
- It will not affect them at all. All account holders have already transitioned to the new User Portal.