In order for your account to be auto approved, your companies email address must be in our database. For example, if you work for Merrill Lynch then @ml.com would have to be in our database for your account to auto-approve. If your account is not auto approved, it will be reviewed for legitimacy within 24hrs. General email accounts such as hotmail, Yahoo, gmail etc. are heavily scrutinized.

If you have changed firms and the information in our database is not current, use the firm name listed in our database, your new firm email, and you can edit your account upon activation.

If you are an independent financial advisor or RIA not with major firm such as LPL, your email address may not be in our database and your account could take up to 24hrs to activate.

Thank you for your support and understanding. Verification of information is extremely important to us to assure the integrity of our financial advisor database. If you need assistance contact support@financialjoe.com