The mere act of providing your advisor code to Measured while signing up does not give Measured access to all of your clients’ data. Measured will rely on you (with your client’s permission) to provide personal identifiable information (PII), such as an SSN, to allow Measured to underwrite your client and obtain permission to see their data. By providing the combination of your advisor code and the customer-specific data, we will be able to find their eligible account and you will be able to continue the application process.
Updated over 2 months ago