Your advisor information can be managed from within the Quik! Transaction Manager desktop version as well as from the Quik! website. When you first sign up for Quik!, you are asked how many advisor licenses you wish to have. While most customers will only need a single license, Quik! enables you to have as many licenses as you need with the additional licenses costing less than the first. And with the security features within Quik!, you can set up the advisors to share or not share data based on the rights you assign to each advisor.

Set Up a New Advisor

To set up a new advisor, go to the Advisor Information screen. To do this, see the section titled, Add Advisor Data. From here, click the "+" symbol at the bottom of the screen.

The Manage Advisors web page will open and you will manage advisors online from there.
To start at the website, go to the Quik! website (quikforms.com) and log in. In Customer Central, click on the Quik! Transaction Manager link. In the Setup and Configure Quik! box, select "Manage Advisors". The Manage Advisors page shows how many licenses you currently have and how many remain unused. If you don't have any available licenses, you can add another license by clicking the "Purchase More Licenses" link (which will incur additional fees on your account) or you can delete an advisor license that you are no longer using (which will delete the advisor record permanently!). To set up a new advisor record with the same basic information as another advisor, you can select the current advisor and then click the "Set Up New Advisor – Copy Selected Advisor" link. Otherwise click the "Set Up New Advisor" link to start from scratch.

NOTE: When you set up your advisor information be sure to click SAVE or your changes will not be saved.

Modify Advisor Information

To modify an advisor record from within the Quik! Transaction Manager desktop version, click the Advisor Profile icon in the Configure Quik! section of the Home page. You can also access advisor information by clicking the "Manage Advisors" link on the Collapsible menu or clicking "Manage Advisor Profile" on the Tools menu.



The Advisor Information screen will appear with any existing advisor records. If you have not set up an advisor record yet you will be prompted to set one up, which is required to use the software.

Each time you edit your advisor profile, be sure to click the Save button at the bottom-right of the screen.

If you have multiple advisors, you can choose the one you want to view by clicking the drop-down list at the top-right of the screen.

You can also move to the first, next, previous and last records by using the arrows at the bottom-left of the screen.

Advisor Information

The advisor information tab is where you name the advisor and the advisor's primary OSJ (or supervisor) and principal, if necessary.

Advisor Numbers

Each advisor can have up to 15 numbers and 1 insurance license number. These numbers are used to identify the advisor with their broker/dealer or carrier and are often used to represent split-business.

Personal Office

The personal office represents the advisor's primary office information that should appear on forms. This information includes a company name and contact information.

Branch Office

The branch office is only displayed on forms that specifically request the branch information.

Current Broker/Dealer

The current broker/dealer information represents the company you currently work with (if you are an RIA this should represent your company information) and is only displayed on forms that specifically ask for broker/dealer info.

Prior Broker/Dealer

The prior broker/dealer information is available for advisors who are moving accounts from an old broker/dealer to a new one. This section only needs to be populated if you expect to use forms that need to know your prior broker/dealer information.