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Financial Advisors    

Yes, you can delete messages sent by you. Visit the inbox page of the introduced member, identify the message that you want to delete, and click on the red "X" icon on the top right corner of the.. Continue reading

We regularly scrutinize profiles, and depending on the results of our routine checks and input from users of the platform, your profile may be flagged for a re-verification. It will remain in the.. Continue reading

Login to the account which you would like to permanently delete and then visit the following link:.. Continue reading

Log in to your Dashboard, click your profile picture on the upper right corner and select "Settings" as shown in the image below. You'll see an option to update your "Email Preferences" on the left.. Continue reading

Log in to your Dashboard, click on your profile picture on the upper right corner and select "Settings" as shown in the image below. You'll see an option to "Change Password" on the left side of this.. Continue reading

Login to your Dashboard and click on the Introductions page. Accelerated marketing emails appear as Exclusive Emails Sent on the left hand side, directly beneath the Profile Insights graph, along.. Continue reading

There is no option to temporarily close a profile. You can instead "Close" your profile and reopen it when required. To close your profile, log in to your dashboard and click on the "Close" button on.. Continue reading

Dashboard notifications are based on the location and industry preferences set in your account. You can edit the same by visiting your dashboard and clicking on the "Account Details" section on the.. Continue reading

The display of the logo and company name for advisor profiles, funds, and banks will be determined by SMERGERS based on several factors including but not limited to: the date of establishment, past.. Continue reading

If you have Fast Track credits left from your Bundle plan, you can use the same to re-upgrade your expired business profiles. To do the same login to SMERGERS, click on "Edit" under the profile you.. Continue reading

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