Submitting your Advisor Directory profile

If you are looking to submit your profile to Relay’s Advisory Directory, make sure you are logged in to your firm’s Relay account. Instructions on how to do this on your desktop can be found below.

Submitting your profile

  1. Log in to your firm’s Partner Portal and select your firm from the list of organizations.
  2. Navigate to the Settings tab.
  3. Under Advisor Directory, input the firm details you want to be included in your Advisor Directory profile (e.g., the services you offer, your credentials/certifications, industries you support, etc.).
  4. Once you’ve filled out all the required fields, select the checkbox affirming the authenticity of the information provided, then hit Submit.
  5. Your application has now been submitted for review. You will be notified via email as soon as your profile goes live.

Why don't I see the option to create an Advisor Directory profile?

The Advisor Directory tab will only be visible to owners and/or members of an accounting/bookkeeping firm with an active Relay account. Your account must have been designated as a firm account during registration for you to meet this requirement.

Unfortunately, if you do not meet this criteria, you will be ineligible to create a profile on Relay's Advisor Directory. 

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