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Sending a Match Request

Ask to work with an advisor.

There are two ways to request a match, and they behave differently.

From an advisor's card

  1. Open Find an Advisor.
  2. Select Request Match on the advisor's card.

Please note: Request Match sends immediately. There is no confirmation step and no place to add a message, so be sure you have the right advisor before selecting it. The card then shows Pending in place of the button.

From the Requests panel, with a message

  1. Open the Advisory hub and select Requests to open the Match Requests panel.
  2. Select + New Request.
  3. Choose the advisor in Select Advisor.
  4. Add a Message (optional) explaining why the match would be valuable.
  5. Select Send Request.

Tracking and withdrawing a request

While a request is open, the My Advisors tab shows a banner reading “Your request to [advisor] is pending their response” with a View Request button. The Match Requests panel lists the request with a Sent badge, the date it was sent, and a Withdraw button that cancels it.