Advisor Onboarding
{{ isset($advisor) ? 'Update advisor profile' : 'Create an advisor account' }}
Module
Advisor
@csrf @if(isset($advisor)) @method('PUT') @endif
Account Details
Used for login & communication
@if(!isset($advisor))
Minimum 6 characters.
@endif
Billing Summary
Preview of how this advisor will appear in reports.
Advisor
{{ old('name', $advisor->name ?? '—') }}
Advisor Code
{{ $advisor->advisor_code ?? 'Auto: ADV-XXXX' }}
@if(isset($advisor))
Status
{{ $advisor->is_active ? 'Active' : 'Inactive' }}
@endif
Cancel