Wealthtender Award Eligibility Attestation Form

Firms that choose to invite clients to write reviews on their Wealthtender firm profile and use the Wealthtender Review Sync feature to sync/display reviews across one or more individual advisor profiles can submit the Wealthtender Award Eligibility Attestation Form below to attribute one or more reviews to a particular advisor(s) to satisfy the attribution requirements for the Highly Rated Advisor award.

Upon submission of the attestation form, Wealthtender staff will evaluate each advisor for Highly Rated Award qualification based on the eligibility criteria requirements.

Wealthtender will notify firms within 2 business days with the evaluation results.

Please Note:

1. The attestation form requires that you attach (or link to a) spreadsheet of your reviews provided by Wealthtender after you input the name(s) of each advisor that should be attributed with each review and its accompanying Review ID. To request the spreadsheet for your firm, contact yourfriends@wealthtender.com.

2. To view and submit the Wealthtender Award Eligibility Attestation Form embedded on this page, you must be signed into your Wealthtender account.

Go to: Award Details & FAQs

📝 Submit Wealthtender Award Eligibility Attestation Form:

You must be signed into your Wealthtender account to view this form.