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1.5 Merging Single Advisor Corporation Contract Tokens/Invitations

1.5 Merging Single Advisor Corporation Contract Tokens/Invitations

Jun 24, 2021

This enhancement addresses the ability for a Single Advisor Corporation contract tokens/invitations to be merged into an existing Multiple Advisor Corporation and Advisor profile. Single Advisor Corporation invitations are always comprised of contract tokens related to the corporation itself, the Single Advisor Corporation as well as, the advisor working through that corporation. The following option allows the user the ability to identify which profiles they would like these contract tokens to be merged. 

Details regarding the enhancement are described below. Examples of the various scenarios with screen shots can be found here.

1.5.1 Merging Single Advisor Corporation Contract Tokens into Multi Advisor Corporation or Advisor Profile 

Multiple Advisor Corporation:  

  • If the existing profile is a Multiple Advisor Corporation, the user will need to navigate through the following two screens in order to merge the contract tokens onto their Multi Advisor Corporation profile and an advisor profile. 

    • The first screen will display the name of the corporation, advisor and corresponding selling codes related to the advisor contract tokens being imported.  
      This is an invitation for [CorporationLegalName] and [AdvisorFirstName] [AdvisorLastName]. 
       The following Selling Codes are associated with the Advisor invitation:   
      [Selling Code]
      [Selling Code]
      [Selling Code] 
      To merge the invitation into your advisor profile, select [Advisor First Name] [Advisor Last Name] from the drop-down list provided and click 'Next'.  
      If you don't see the name of the advisor you are looking for in this list, they do not yet have a relationship with your corporation on APEXA. Please select 'Cancel' and contact our help desk at 1-855-294-2541 for further assistance.  

  • The corporation will be required to select the advisor for whom the contracts will be merged from a drop-down list which is populated with any advisor who has an active contract with the corporation.  

    • If the advisor cannot be located, the corporation is advised to contact their MGA to request a corporation only invitation as this assumes that the Single Advisor Corporation invitation is not the appropriate type of invitation.

    • The user will not be able to continue to the next step until an advisor has been selected.  

  • Once the user selects ‘Next’ they are taken to the second screen which will display the name of the corporation, advisor and corresponding selling codes related to the contract tokens being imported.

    • This is an invitation for [CorporationLegalName] and [AdvisorFirstName] [AdvisorLastName] 
      The following Selling Codes are associated with the Corporation invitation:
      [Selling Code]
      [Selling Code]
      [Selling Code] Etc.   

  • There are two radio buttons available ‘Select corporation’ or ‘Create new corporation’  

  • The ‘Select corporation’ radio button will be selected by default if there is at least one corporation to choose from in the dropdown, otherwise only the ‘Create a new corporation’ option can be selected.

    • If ‘Select corporation’ is selected, a ‘Corporation’ dropdown will be displayed. The options in this dropdown will include any corporation with whom the Multiple Advisor Corporation user is associated.

    • If a corporation is selected from the list, the user will be able to select ‘Finish’ to complete merging both the advisor and corporation contract tokens. 

      • If the ‘Finish’ button is selected, the following popup is received ‘The contracts associated with this invitation will be merged into the selected advisor and corporation profiles. Select 'OK' to proceed.”  

      • If the user selects ‘OK’ the contract tokens will automatically be merged, and the user can no longer make edits to the advisor or corporation profile to which they would like to merge the contract tokens. 

    • If the there are no corporation record associated to the Multiple Advisor Corporation user, the user will only be able to select the ‘Create a new Corporation’ option. Once selected, the user can continue by selecting ‘Next’.  

      • If the ‘Next’ button is selected, the following popup is received ‘The contracts associated with advisor will be merged into the selected profile. The contracts associated to the corporation will be merged once the new profile is complete. Select 'OK' to proceed.

      • If the user selects ‘OK’, the advisor contract token will be immediately merged into the advisor profile and the user will be taken down the Multiple Advisor Corporation profile setup path to create a new Corporate profile. 

      • Once the profile is complete, the corporation contract tokens will automatically be merged onto that profile. 

Advisor:  

  • If the existing profile is an Advisor profile, the user will need to navigate through two screens in order to merge the contract tokens onto their advisor profile and a corporation profile. 

  • The screen will display the name of the corporation, advisor and corresponding selling codes related to the advisor contract tokens being imported.   
    This is an invitation for [CorporationLegalName] and [AdvisorFirstName] [AdvisorLastName] 
    The following Selling Codes are associated with the Advisor invitation:   
    [Selling Code]  
    [Selling Code]  
    [Selling Code]  Etc.   
    The advisor contracts will be merged into your personal profile.   
    [AdvisorFirstName] [AdvisorLastName] 
    Please proceed to the next step   


  • The advisor tokens will automatically be merged into the advisor profile of the user who is currently logged in once the user completes the merging process.  

  • When the user selects ‘Next’ they are taken to the second screen which will display the name of the corporation, advisor and corresponding selling codes related to the tokens being imported. 
    This is an invitation for [CorporationLegalName] and [AdvisorFirstName] [AdvisorLastName]  
    The following Selling Codes are associated with the Corporation invitation:   
    [Selling Code]   
    [Selling Code]  
    [Selling Code]  
    Etc.   

  • The user can select from the following two radio buttons to continue ‘Select corporation’ or ‘Create new corporation’. 

  • The ‘Select corporation’ radio button will be selected by default if there is at least one corporation to choose from in the dropdown, otherwise only the ‘Create a new corporation’ option can be selected.

    • The drop down will be populated with any corporation for whom the Advisor has an active or pending relationship.

    • If a corporation is selected from the list, the user will be able to select ‘Finish’ to complete merging. 

      • If the ‘Finish’ button is selected, the following popup is received ‘The contracts associated with this invitation will be merged into the selected advisor and corporation profiles. Select 'OK' to proceed.”  

      • If the user selects ‘OK’ the tokens will automatically be merged, and the user can no longer make edits to the corporation profile to which they would like to merge the contract tokens.

    • If the there are no corporation record associated to the Advisor, the user will only be able to select the ‘Create a new Corporation’ option. Once selected, the user can continue by selecting ‘Next.’

      • If the ‘Next’ button is selected, the following popup is received ‘The contracts associated with advisor will be merged into the selected profile. The contracts associated to the corporation will be merged once the new profile is complete. Select 'OK' to proceed’

      • If the user selects ‘OK’, the advisor token will be immediately merged into the advisor profile, and they will be taken down the Multiple Advisor Corporation profile setup path to create a new Multi Advisor Corporation profile. Once the profile is complete, the corporation tokens will automatically be merged onto that profile.