Advolo
Sign in

Firm application

Apply to bring your firm on

A short application from the firm’s chief compliance officer or an owner, then a scheduled verification call. The work email on this form is the sign-in after approval. No account is created on this page.

1 of 5

Who is applying

The starred work email is the account you sign in with after approval. An additional email for status updates is optional.

The person who will receive the verification call.

Account

This is the email for your Advolo account. After your firm is approved, you sign in with this address.

Optional

Optional extra address. Status updates can be sent here. Your sign-in stays the work email above.

As listed on your Form ADV.

Advolo does not do this

You checked “Take custody of client assets.” Advolo does not take custody of client assets and does not execute trades. That is not what Advolo does. Your firm and your advisors do that work. You can leave this checked. It does not block the rest of this application.