Non-incorporated advisor
01 – Creating your APEXA advisor profile
Should you not already have an APEXA advisor profile, your DFSIN cluster will request an APEXA invitation email to be sent to you.
Use this
job-aid to create your APEXA advisor profile.
02 – Requesting a contract between you and your DFSIN/SFL cluster
Once you have an APEXA advisor profile, request a contract to create the link between you and your DFSIN cluster.
Use this
job-aid to request a contract.
03 – Completing and signing the DFS contract kit
Once the link between you and your DFSIN cluster is created, the cluster will request a contract to create the link between you and DFS. Once DFS accepts this contract request, you will receive an email from notifications@apexa.ca to complete and sign the contract kit.
Use this
job-aid to complete and sign your contract kit.
Advisor in a corporation already contracted with DFS
01 – Creating your APEXA advisor profile
Should you not already have an APEXA advisor profile, your DFSIN cluster will request an APEXA invitation email to be sent to you.
Use this
job-aid to create your APEXA advisor profile.
02 – Requesting a contract between you and your corporation
Once you have an APEXA advisor profile, request a contract to create the link between you and your corporation.
Use this
job-aid to request a contract.
03 – Completing and signing the DFS contract kit
Once the link between you and your corporation is created, the corporation will request a contract to create the link between you and DFS. As soon as DFS accepts this contract request, you will receive an email from notifications@apexa.ca to complete and sign the contract kit.
Use this
job-aid to complete and sign your contract kit.
Advisor in a new corporation to DFS
01 – Creating your APEXA advisor and/or corporate profiles
Should you and/or your corporation not already have APEXA advisor and corporate profiles, your DFSIN cluster will request APEXA one or two invitation emails to be sent to you and/or the corporation administrator.
- Advisor, use this
job-aid to create your APEXA advisor profile.
- Corporation administrator, use this
job-aid to create the APEXA corporate profile (that includes the advisor profile setup).
02 - Requesting a contract between your corporation and your DFSIN/SFL cluster
Once you have APEXA advisor and corporate profiles, the corporation administrator will request a contract to link it to your DFSIN cluster.
TASK – Requesting a contract between your corporation and your cluster
Corporation administrator, use this
job-aid to request a contract.
03 – Requesting a contract between you and your corporation
Once the link between your corporation and your DFSIN cluster is created, request a contract to create the link between you and your corporation. This request must also be accepted by the corporation administrator.
TASK – Requesting a contract between you and your corporation
Advisor, use this
job-aid to request a contract.
TASK – Accepting a contract request
Corporation administrator, use this
job-aid to differentiate the contract requests you will receive and accept them.
04 – Requesting an APEXA contract between you and DFS
Once the link between you and your corporation is created, the corporation administrator can follow the process and request a contract to create the link between you and DFS.
Corporation administrator, use this
job-aid to request a contract.
05 – Completing and signing the DFS contract kits
Once DFS accepts the contract request, two contract kits must be completed and signed on one hand, by you and your corporation and one the other hand, by your corporation and your DFSIN cluster. You will receive an email from notifications@apexa.ca advising you it’s either your turn or the corporation administrator turn..
- Advisor, use this
job-aid to complete and sign the DFS contract kit.
- Corporation administrator, use this
job-aid to complete and sign the DFS contract kit.