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Administrator Marketplace

Use the Administrator Marketplace to:

• Browse available Administrators.
• Select a preferred method of being contacted by selected Administrators and send contact requests.
• Add Administrators (send link requests).

Access the Administrator Marketplace by clicking Investors’ Marketplace > Search Services > Administration > Third-Party Administrators in the Advisor Portal.

For more information

To learn more about the Administrator Marketplace, see Administrator Marketplace in the Account Management Users' Guide.