Your connection to a financial advisor on Brillian is established through consent — when you sign up via an advisor's referral link, you choose whether to share your information with them.

To add or remove a financial advisor or a member of your financial advisor's team to your account in Brillian, go to the Settings tab of your business dashboard. Under Manage Users, you can invite a user by adding their name and email address, selecting their role, and clicking "Send Invite." To remove someone, click the red "x" button next to the user you'd like to remove.