As an advisor, what do you need from me to register me on the Measured platform?

We will need your email to invite you to the platform. You will go through a series of questions to create an account. In order for you to search for clients to underwrite of lines of credit, have your custodial IDs ready to add to. your profile. These are IDs from each custodian that you work with, Fidelity codes start with a G (also known as a G-Number) and Schwab codes are 8-10 digits long, generally starting with an 08. or a 0008. By providing your custodial ID and account information about the client for whom you are looking to obtain a line of credit, we will be able to seamlessly underwrite your client.