03. Forms for Advisor

Subaccount locationId to Populate *

First Name *

Last Name *

Email *

Personal Phone *

Google Email Address *

The text you enter into the disclosure fields will be displayed on emails, websites, and landing pages hosted by DRIVE. Do not add links to existing web pages or disclosures. Enter the exact verbiage your compliance requires be displayed on marketing materials.

If your email and website disclosures are the same, paste the entire disclosure into both Email and Website disclosure fields.

Required Email Disclosures *

Any compliance required disclosures or disclaimers

Required Disclosures for Websites & Landing Pages *

Any compliance required disclosures or disclaimers

Business Name *

Business Office Address *

Full address including street, city, state, and zip

Business Support Email *

The email the general public should use for generic support, contact, or questions. Something like "[email protected]" is common, but any email is fine.

Business Public Phone *

The phone number the general public should use for support, contact, or questions. This number will be listed on various web pages, emails, and text messages from DRIVE.

Your Business Logo *

If your logo is a .webp or other format that isn't accepted here, you can use https://cloudconvert.com/ to convert the logo to .png

List of Contacts to Upload

This is optional, but if you provide us a CSV list of your contacts, we will upload them into DRIVE for you during onboarding.

CSV File of Contacts (Optional)

A2P Compliance for SMS

When sending SMS/MMS messages to US recipients, there are specific phone registrations and approvals that must take place. All businesses are required to partake in these registrations. We will handle this for you but need the following information.

Legal Business Name *

Business name as registered with your state

Business Email Address *

Business Phone Number *

Business Website Address *

Business Street Address *

Business City *

Business State *

Business Postal Code *

Business Country *

Business Niche *

Business Industry *

Business Regions of Operation *

USA_AND_CANADA

LATIN_AMERICA

EUROPE

Is Your Business Is Registered? *

true

false

Business Entity Type *

Business Registration ID Type *

Business Registration ID Number *

Authorized Representative

Authorized Representative - First Name *

Authorized Representative - Last Name *

Authorized Representative - Phone *

Authorized Representative - Email *

Authorized Representative - Position *

Populate Existing Subaccount