I have sent the Mini Fact Find questionnaire to my client, but they haven’t received it or mistakenly deleted it. What should I do?

This article provides steps on how to resend the Mini Fact Find questionnaire to your client if they haven't received it or if they accidentally deleted it.

Resend the Mini Fact Find Questionnaire

Step 1: Navigate to the Adviser Home Page. 
Step 2: Choose a delivery method

Email: Click the Email button to send the questionnaire link directly to your client's email address.

Copy link: Click the Copy button to copy the questionnaire link. You can then paste this link into a message or email to your client.

Additional Tips

If your client continues to experience issues, you may want to suggest they check their spam or junk folders for the questionnaire.

Send the link: Paste the copied link into your preferred messaging app or email and send it to your client.

For questions or clarifications about the Mini Fact Find invitation, you may send us a message at support@advicerevolution.com.au. Alternatively, if you want to book a 20 to 30-minute Zoom session with our team, kindly use this calendar to book the session.

Published on August 11, 2024
Version 1.1

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