Universal Advisor Portal Help Center

Welcome to the Universal Advisor Portal (UAP) Help Center!

Are you new to the UAP or looking for a refresher? If so, get started with the following resources:

• Quick Start Guide
• Working with the UAP: 5 Features You'll Want to Know (webinar recording)

Important Note: this Help Center includes a broad range of content. Because some Centralized Application Services (CASs) may not be using all UAP features, you may find some content is not applicable to you. If you have any questions, contact support.

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