Advisor Learning Center: Setting Up Your Business

My Account Overview

The My Account page is the dashboard that you will use every day to manage your business. Please take a few minutes to explore this part of our site - all major features and functionality are accessible through the My Account page. Each section will be described in detail later in this guide. For now, familiarize yourself with the layout of the My Account page.

Please click on the colored numbers to view the Help Text and learn more information about each section.

Account Navigation - create a username, add a phone number, view transactions, etc.
My Availability - set yourself to offline, online or arrange calls
My Listings - edit your listings and create new listings
PsychicCenter Promotional Offers - opt-in to market yourself to new customers
Resources - use the tools we've provided to help run your business
Payment Info - edit your direct deposit settings
Communicating
1. Arranged Calls - view the queue of people who want to speak with you
2. Mail - send customers a message or a free minute offer
My Customers - organize your customers and view customer details and transactions
Other Tools & Links - view your favorite fellow advisors

Do you have any questions? Click here to submit a question to our Customer Service team, or call (866) 692-7876.