[Advisors] What Office am I in?

If your Enterprise firm, or broker-dealer, is using our Offices feature to organize and group different firms within their AdvicePay account, specific account settings and permissions may be managed by a designated Office Manager of your office- or by the Enterprise firm itself.

To help support teams at your Enterprise firm and/or here at AdvicePay, here' s a quickly way to know where you're assigned/what settings are in effect as well as who your Office Manager might be.

You can find the name of your assigned office by:

1. Clicking your the main drop-down menu and selecting Your Profile under your top-right drop-down menu in your account

2. Reference the name listed next to Office: