---
title: Advisor Profile Setup
description: setting up your advisor profile
---

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1. [DNA Knowledge Base](https://help.dynamicneedsanalysis.com/?hsLang=en-ca)
2. [Getting started](https://help.dynamicneedsanalysis.com/getting-started?hsLang=en-ca)

# Advisor Profile Setup

## Complete your one-time profile setup to personalize DNA and ensure accurate, compliant recommendations.

Welcome to **DNA (Dynamic Needs Analysis)**. Your first-time login includes a quick, one-time setup to create your Advisor Profile. This profile powers the accuracy of your recommendations, supports compliance, and personalizes your experience throughout the platform.

Follow the steps below after clicking **Get Started** on the *Welcome to DNA* screen.

#### **1. Select Your Preferences**

##### **Language**

Choose the language you want to use in DNA: **English**, **French**, or **Spanish**.

##### **Theme**

Select your preferred appearance: **Light Mode** or **Dark Mode**.

#### **2. Enter Personal Information** *(required)*

Provide your:

- First Name
- Last Name
- Email
- Phone Number

*These details appear on documents and help keep advisor information consistent across the platform.*

#### **3. Enter Practice Information** *(required)*

Add your:

- Agency
- Address
- City
- Postal Code
- Country
- Province/Territory

*This ensures DNA-generated documents and reports display accurate practice information.*

#### **4. Add Certifications** *(optional but recommended)*

Select any certifications you hold — for example, **LLQP**.

*Certifications help DNA tailor documents and recommendations to your professional qualifications.*

#### **5. Licensed Regions** *(required)*

Choose all provinces or territories where you are licensed to operate.

*DNA uses this information to ensure recommendations follow regional regulations.*

#### **6. Select Carriers** *(required)*

Identify all carriers whose policies you represent.

*DNA will surface products, templates, and recommendations only from carriers you work with, keeping everything compliant and relevant.*

#### **7. Finalize Your Profile**

Once all required fields are complete, click **Create Profile**.

Your Advisor Profile is now set up, and you’re ready to begin using DNA’s needs analysis, reporting, and compliance tools.

#### **Need Help?**

If you have questions or need support, email us at [**support@dynamicneedsanalysis.com**.](mailto:support@dynamicneedsanalysis.com)

- [Getting started](https://help.dynamicneedsanalysis.com/getting-started?hsLang=en-ca)
- [FAQs](https://help.dynamicneedsanalysis.com/faqs?hsLang=en-ca)
- [Helix AI](https://help.dynamicneedsanalysis.com/helix-ai?hsLang=en-ca)

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