---
title: Migrating from the Advisor Portal to the Business Portal
description: Help Center
---

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1. [Help Center](https://support.aetrust.com/?hsLang=en)
2. [Business Portal](https://support.aetrust.com/business-portal?hsLang=en)
3. [FAQ](https://support.aetrust.com/business-portal?hsLang=en#faq)

# Migrating from the Advisor Portal to the Business Portal

 

Skip ahead by clicking on the links below:

- [What do I need to do?](https://5454409.hs-sites.com/knowledge/migrating-from-the-advisor-portal-to-the-business-portal#h_01ENN8S0DPC3SWDNGHCXDMA3H6)
- [How can I get started?](https://5454409.hs-sites.com/knowledge/migrating-from-the-advisor-portal-to-the-business-portal#h_01ENN8S8AXVNTBT4647NG6GXTX)
- [What information do I need to provide?](https://5454409.hs-sites.com/knowledge/migrating-from-the-advisor-portal-to-the-business-portal#h_01ENN8SDQBGBEWHGWR0P2RH2H0)
- [Can I get an extension?](https://5454409.hs-sites.com/knowledge/migrating-from-the-advisor-portal-to-the-business-portal#h_01ENN8SNCY1TR247Z1Q57C5BDP)
- [How does this upgrade benefit me?](https://5454409.hs-sites.com/knowledge/migrating-from-the-advisor-portal-to-the-business-portal#h_01ENN8SW1F825YECSZ9XM33HW0)
- [How do I get customized branding?](https://5454409.hs-sites.com/knowledge/migrating-from-the-advisor-portal-to-the-business-portal#h_01ENN8T2JZWR1Y5GJG7F82DPBN)

### What do I need to do?

1. 1. 1. Complete application will all required documentation
            2. Provide a list of all the account numbers you currently service
            3. Accept User Agreement
            4. Provide any branding documentation (optional)
            5. Schedule a Demo

 

### How can I get started?

 

### What information do I need to provide?

- General business contact info
- Owner’s photo identification (pick one) 
    - Driver's license
    - Passport
    - State ID
- Business documentation 
    - Operating Agreement
    - Articles of Incorporation
    - Certificate of Good Standing
    - EIN Confirmation Letter (SS4)
    - W9
    - Corporate Resolution (Corporate Authorization)
- Any other licenses

 

### Can I get an extension?

 

### How does this upgrade benefit me?

 

### How do I get customized branding?

- - Simply request this when you reach out to [eugenio.m@aetrust.com](mailto:eugenio.m@aetrust.com). You can then provide a domain such as [www.mywebsite.com](http://www.mywebsite.com) so you can direct your customers to the platform directly from your website.

 

### Where do I log in now?

- - You can log in at business.aetrust.com

 

### How will this affect my clients?

- - It will not affect them at all. All account holders have already transitioned to the new User Portal.

- [Investor Portal](https://support.aetrust.com/investor-portal?hsLang=en#main-content)
  
  
  
  
  
    - [Online Portal](https://support.aetrust.com/investor-portal?hsLang=en#online-portal)
    - [Transfer-ins and Rollovers](https://support.aetrust.com/investor-portal?hsLang=en#transfer-ins-and-rollovers)
    - [General Account Questions](https://support.aetrust.com/investor-portal?hsLang=en#general-account-questions)
    - [Tax Reporting and Compliance](https://support.aetrust.com/investor-portal?hsLang=en#tax-reporting-and-compliance)
    - [Signing Request](https://support.aetrust.com/investor-portal?hsLang=en#signing-request)
    - [Bill Pay](https://support.aetrust.com/investor-portal?hsLang=en#bill-pay)
    - [Prohibited Transactions and Compliance](https://support.aetrust.com/investor-portal?hsLang=en#prohibited-transactions-and-compliance)
    - [Fees and Payments](https://support.aetrust.com/investor-portal?hsLang=en#fees-and-payments)
    - [Investment Questions](https://support.aetrust.com/investor-portal?hsLang=en#investment-questions)
    - [Account Closure and Transfer-out](https://support.aetrust.com/investor-portal?hsLang=en#account-closure-and-transfer-out)
    - [Assets](https://support.aetrust.com/investor-portal?hsLang=en#assets)
- [Business Portal](https://support.aetrust.com/business-portal?hsLang=en#main-content)
  
  
  
  
  
    - [Getting started](https://support.aetrust.com/business-portal?hsLang=en#getting-started)
    - [FAQ](https://support.aetrust.com/business-portal?hsLang=en#faq)
    - [Training](https://support.aetrust.com/business-portal?hsLang=en#training)
    - [Investments](https://support.aetrust.com/business-portal?hsLang=en#investments)

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