ALD Member Portal (AMP) for Advisors

Below are step-by-step guides to assist advisors in navigating every aspect of the ALD Member Portal system, from setting up advisor and chapter profiles and creating new invitation groups to sending member messages. These documents will be continuously updated with new information.

  1. Completing Advisor & Chapter Profiles

  2. Terminology Table

  3. Creating a New Invitation Group (Email-Based)
    Updated on 1/21/25 with:
    + Custom Invitee Questions now allow for the following answer formats: text, paragraph, multiple choice, checkboxes, and a few other options. (p.2)
    + For custom messages within the invitation and welcome message, if including a hyperlink, you must select “New Window” for Target in order to test your links in the preview window. (p.3)
    + Click on “View Form Results” in an open invitation on the Invitation Report page to see responses to any custom invitee questions. Click on “View Orders” to see any products ordered if you added a product. (p.4)
    + Additional custom email messages can be scheduled. (p.6)

  4. Reminder Email Previews

Login for ALD Member Portal

If you don’t have an account, contact ALD Headquarters.