---
title: APEXA | Advisor How To
description: "APEXA | Here you can find Advisor and Corporate guides that outline how to: register, complete your profile, and request new contracts."
---

[![APEXA an MIB Business](https://www.apexa.ca/hs-fs/hubfs/apexa-2025.png?width=100&height=93&name=apexa-2025.png "APEXA an MIB Business")](https://www.apexa.ca/)

- [EN](https://www.apexa.ca/)
- [FR](https://www.apexa.ca/fr)

![faq-hero](https://www.apexa.ca/hs-fs/hubfs/social-suggested-images/faq-hero.jpg?width=1922&height=463&name=faq-hero.jpg "faq-hero")

# Advisor How To's

Select Option

- [![Advisor Overview](https://www.apexa.ca/hubfs/images/Icons/Asset%202.png)![Advisor Overview](https://www.apexa.ca/hubfs/images/Icons/Asset%204.png)Overview
  
  ](https://www.apexa.ca/advisor-how-to#tab-1)
- [![Advisor Documents](https://www.apexa.ca/hubfs/images/Icons/Asset%206.png)![Advisor Documents](https://www.apexa.ca/hubfs/Asset%2012_1-1.png)Advisor Documents
  
  ](https://www.apexa.ca/advisor-how-to#tab-2)
- [![Corporate Documents](https://www.apexa.ca/hubfs/images/Icons/Asset%208.png)![Corporate Documents](https://www.apexa.ca/hubfs/images/Icons/Asset%209.png)Corporate Documents
  
  ](https://www.apexa.ca/advisor-how-to#tab-3)

## Overview

Here you will find a series of How to Guides. These outline how you can:

- Register
- Complete your profile
- Request new contracts
- Complete your background check

If you are an advisor, please follow the [Advisor How to Guides](https://www.apexa.ca/advisor-how-to#Advisor)

If you are responsible for a corporation, then refer to the [Corporation How to Guide](https://www.apexa.ca/advisor-how-to#corporate)

 

- [Advisor Requesting a Contract With a Corporation](https://www.apexa.ca/hubfs/images/0_New%20Website/icons/How%20To%20Guides/APEXA-Requesting%20a%20New%20Contract_Individual%20Advisor%20to%20Corporation.pdf)
- [Advisor Requesting Either an AGA or MGA Contract](https://www.apexa.ca/hubfs/images/0_New%20Website/icons/How%20To%20Guides/APEXA-Requesting%20a%20New%20Contract_Individual%20Advisor%20to%20MGA-AGA.pdf)
- [Advisor Background Check Guide](https://www.apexa.ca/hubfs/Background%20check%20guide.pdf)
- [Corporation Requesting Either an AGA or MGA Contract](https://www.apexa.ca/hubfs/images/0_New%20Website/icons/How%20To%20Guides/APEXA-Requesting%20a%20New%20Contract_Corporation%20to%20MGA-AGA.pdf)

## Advisor Documents

See below for links to advisor guides:

- [Advisor Profile Set Up](https://www.apexa.ca/hubfs/Advisor%20Profile%20Setup.pdf)
- [Advisor Requesting a Contract With a Corporation](https://www.apexa.ca/hubfs/images/0_New%20Website/icons/How%20To%20Guides/APEXA-Requesting%20a%20New%20Contract_Individual%20Advisor%20to%20Corporation.pdf)
- [Advisor Requesting Either an AGA or MGA Contract](https://www.apexa.ca/hubfs/images/0_New%20Website/icons/How%20To%20Guides/APEXA-Requesting%20a%20New%20Contract_Individual%20Advisor%20to%20MGA-AGA.pdf)
- [Advisor Background Check Guide](https://www.apexa.ca/hubfs/Background%20check%20guide.pdf)

 

## Corporate Documents

See below for links to corporate guides:

[**Corporate Profile Set Up**](https://www.apexa.ca/hubfs/Advisor%20Corporate%20Profile%20Setup.pdf)

[**Corporation Requesting Either an AGA or MGA Contract     **](https://www.apexa.ca/hubfs/images/0_New%20Website/icons/How%20To%20Guides/APEXA-Requesting%20a%20New%20Contract_Corporation%20to%20MGA-AGA.pdf)

[![Apexa an MIB Business](https://www.apexa.ca/hs-fs/hubfs/Apexa%20-%202017%20-%20Theme/images/footer-logo.png?width=151&name=footer-logo.png "Apexa an MIB Business")](https://www.apexa.ca/)

- [![Twitter](https://www.apexa.ca/hubfs/theme/twitter.png "Twitter")](https://twitter.com/apexa_corp)
- [![LinkedIn](https://www.apexa.ca/hubfs/theme/linkedin.png "LinkedIn")](https://ca.linkedin.com/company/apexa-corp)

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