Client Portal Status Display on the Adviser Home Page

Client Portal Status Display on the Adviser Home Page

Client Portal Status Description
Not Accessed Default Status/ No action done yet
Awaiting Fact Find Update Client Registration email sent but not yet finished all sections
Awaiting Fact Find Consent Client has finished all sections, but not yet provided consent
Fact Find Update Completed Client has finished all sections, and Consent is not enabled
Fact Find Consent Received Client has finished all sections, and confirmed consent

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