We recommend you call the client before sending the first client portal access to achieve the best outcome Explain they will get an email and need to create a password Some wording that is helpful to include 'It's important that we have the ...
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: ...