Advisor: What is a Principle Administrator?

The Principle Administrator is the primary advisor user within your firm’s Ubiquity advisor account.

What Can a Princippe Administrator Do?

• View all plans in your firm’s book of business

• Manage team access by assigning roles and permissions

• Control visibility of individual plans for team members

• Customize user roles, including administrative, sales, and servicing permissions

This role is typically assigned to the lead advisor or administrator responsible for overseeing the firm’s advisor portal access and user management.

For detailed step-by-step instructions, see: How Do I Update the Principal Administrator?

If you have questions about assigning access or managing your advisor team, contact us at support@myubiquity.com.