How to Add Financial Professional Information
Financial Professional Info is used to prefill forms with your own advisor or office information. It works like client data from a CRM but is focused on you, the advisor. This feature is designed for users in the Financial Services industry. If you work in a different industry, skip this section. The data comes from what you enter manually in the app—not from your CRM.
💡 Tip: See How to Use CRM Data to Prefill Forms for alternative setup.
Prerequisites
-
A Quik! App account
-
Access to App Settings
-
First Name, Last Name, and Email for each Financial Professional record
Step-by-Step Instructions
1. Go to App Settings
-
From the home screen, click Settings.
-
Click App Settings.
-
Select the Financial Professional Data tab.
2. Add Financial Professional Info
-
In the Financial Professional Information section, click Add FP Record.
-
A form pop-up will appear.
3. Enter Financial Professional Details
You can add the following information:
-
Name
-
Financial Professional Numbers
-
Personal Office Info
-
Branch Office Info
-
Current Broker/Dealer Info
-
Prior Broker/Dealer Info
Only First Name, Last Name, and Email are required to save the record.
📝 Note: All Financial Professional records are shared across all users in the same account. Anyone on your team can view and use the same list.
How to Use Financial Professional Info
You have two options when prefilling Financial Professional data in the Add People section:
Option 1: Use Quik! Profile Data
Use the data you entered in App Settings under Financial Professional Data.
Option 2: Use CRM Data
Use your connected CRM to prefill Financial Professional information. See CRM Integration Guides to learn which fields are supported.
🚫 Note: You must choose one source—Quik! or CRM. You cannot use both at the same time.