Navigating the Chapter Profile Page

Anne McLeod -

Step 1
  • Select Advisors from the main menu.
  • Click on the Profile link under Chapter Info in the Your Chapter area.


  • Chapter Info
    • Membership Fee: This shows the total amount that members are charged. This includes the international ($60), regional (varies among the regions), local chapter fee.
    • Charter Date: The date your chapter chartered.
    • Tax ID: Your chapters Tax ID.
    • Bylaws Date: The last date your bylaws were approved.
    • Chapter Website: If we have your chapters web address, it will be notated here.
    • Eligibility Dates: These are the end dates to your enrollment periods.
    • Total New members in [Year}: This shows the total new members you had in the previous year.
  • New Membership: A brief overview of your membership numbers compared to previous years.
  • Attachments: Upload important documents pertaining to your chapter so you always know where to find them.
  • Quick Links
    • View/Pay Balance (Financials): See any open invoices for your chapter and make a payment via credit card.
    • View Chapter Contact Info: View and edit your chapter's mailing address.
    • View PTK Edge Participation Report
    • View Advisor Five Star Progress
  • News Archives: This takes you to previous Reach News Blog posts.
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