Universal Advisor Portal Help Center
Welcome to the Universal Advisor Portal (UAP) Help Center
Check out the recorded webinar Working with the UAP: 5 Features You'll Want to Know to learn the basics and get started in UAP.
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.
- Creating and Managing Your UAP Account
- Create an account, sign into an existing account, or reset your password.