Advisors

An advisor assists retail brokers in managing retails orders. Advisors can be assigned to one or more accounts as the primary contact (retail advisor) for those accounts. Advisors are grouped into advisor sets, and the advisor sets are assigned to users to give those users access to all the accounts for all the members of the advisor set.

Any user can be given access to an advisor set. Having access to an advisor set gives the user access to all accounts assigned to all advisors in the advisor set. This enables a user to view, create and trade orders for any account in the set.