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Once training is completed, you’ll be transitioned over to the new platform within 72 hours. When this happens, you’ll receive an onboarding email with login details to Partner Space and access to resources from the training session.
All advisors will be transitioned over to the new portal by December 15, 2025.
We’re here to help you make the most of the Partner Space portal. If you have any questions, please contact us.
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