Advisor Dashboard definition

Advisor Dashboard means the website through which Advisor configures and maintains its customized elements of the Platform (such as submission of Advisor Content and construction of portfolios), as further described in Appendix B (Services).
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Examples of Advisor Dashboard in a sentence

  • Advisor shall immediately notify Altruist of any unauthorized, inaccurate or incomplete activity or other information, whether displayed on the Advisor Dashboard or the Client Dashboard, by contacting Altruist.

  • Each Authorized Person designated by Advisor shall have assigned User Credentials (as defined below) for the Advisor Dashboard.

  • Altruist will establish individual user names and sign-on passwords (“User Credentials”) for each Authorized Person for the Advisor Dashboard.

  • Advisor will maintain a written list of its principals, officers, employees, and agents who are authorized to access or use the Services and to give Altruist instructions (“Authorized Persons”) under this Agreement (such list shall further detail which individuals have access to the Advisor Dashboard), and shall promptly provide the list and any updates to it to Altruist on such form as Altruist may prescribe.

  • The notice shall be effective as of the date of posting on the Advisor Dashboard, the date of delivery if the notice is sent by personal delivery, overnight commercial courier or other guaranteed delivery, or as of five days after the date of posting if the notice is transmitted by registered or certified mail.

  • For the avoidance of doubt, Altruist shall bear no responsibility in respect of an override trade by the Advisor made on the Advisor Dashboard or any Securities held or disposed of as a result thereof.

  • Advisor uses the Advisor Dashboard to configure and maintain Advisor’s Platform and to access the Client Dashboard as an Advisor to manage Clients’ Platform Accounts, as further described in Appendix B (Services).

  • However, the Security pairings chosen by Altruist may be, subject to Altruist’s discretion, overridden by Advisor in Advisor Dashboard.

  • For the avoidance of doubt, Altruist shall bear no responsibility in respect of an override or self-directed trade by the Client or Advisor made on the Client Dashboard or the Advisor Dashboard or any Securities held or disposed of as a result thereof.

  • If the grievance remains unresolved following Formal Step 1, the grievance may be filed at Step 2 with the designated individual in the Office of the Chancellor within 14 calendar days of the filing of a grievance response at Formal Step 1.